Poxel (POXEL) Q2 2026 TU earnings summary

Executive summary

• Net sales of TWYMEEG® in Japan for Q2 2026 rose 32% year-over-year to 2.9 billion yen (15.5 million euros).

• H1 2026 net sales of TWYMEEG® reached 5.2 billion yen (28.2 million euros), up 34% year-over-year.

• Consolidated turnover for Q2 2026 was €1.24 million, all from royalties.

• Publication of 2025 financial statements and AGM postponed due to complexities in debt valuation and recent transactions.

Financial highlights

• Q2 2026 consolidated turnover: €1,237,000, up from €1,003,000 in Q2 2025.

• H1 2026 consolidated turnover: €2,514,000, up from €2,065,000 in H1 2025.

• Royalties from Sumitomo Pharma in Q2 2026: 229 million yen, representing 8% of TWYMEEG® net sales.

Outlook and guidance

• Sumitomo Pharma forecasts TWYMEEG® net sales to exceed 10 billion yen in FY2026, triggering a 1 billion yen bonus and royalty rate increase to 12%.

• Moderate double-digit growth in TWYMEEG® sales expected for FY2026.