Oncopeptides (ONCO) Stora Aktiedagarna 2026 summary

Strategic overview and growth trajectory

• Focus on difficult-to-treat cancers with a commercialized therapy and expanding pipeline, leveraging European commercialization and global partnerships.

• Achieved full approval for Pepaxti in Europe in 2022, with partnerships spanning South Korea, Greece, MENA, Eurasia, and Africa.

• Revenue projected to grow from SEK 31.6m in FY 2024 to SEK 71.2m in FY 2025, an increase of 125%.

• Over 600 patients treated with Pepaxti since EMA approval, with inclusion in updated EHA/EMN guidelines supporting adoption.

• European market potential estimated at SEK 1.5B, with pipeline targeting the $8B+ global glioblastoma market.

Commercialization and partnerships

• European sales show strong quarter-over-quarter growth, with a self-sustaining financial base expected by 2027.

• Expansion strategy includes geographic growth, smart partnerships, and purposeful innovation.

• Rest of World partnerships and licensing provide upside without significant operational overhead.

• Japan identified as a high-value market with favorable regulatory conditions.

Pipeline and scientific innovation

• Pipeline includes PDC and SPIKE platforms, with assets targeting multiple indications and solid tumors.

• PDC platform validated by clinical results, designed to bypass healthy tissue and concentrate cytotoxic agents in cancer cells.

• Melflufen, a PDC, overcomes resistance mechanisms such as p53 mutations and demonstrates high in vitro activity.

• Real-world data and clinical experience support the efficacy and safety of Pepaxti.