SenzaGen (SENZA) BioStock Life Science Summit 2026 summary

Market and portfolio

• Non-animal testing market estimated at $13B, with a $0.6B serviceable market and projected 6%–10% growth; demand driven by cost, sustainability, scientific progress and regulation.

• Four complementary businesses offer GARD toxicology testing, VitroScreen’s ORA efficacy platform, ToxHub regulatory advisory and Alcyomics’ immunotoxicology services.

• Platforms include GARD for sensitization, ORA for efficacy testing and Skimune for human ex vivo immunotoxicology, with particular strength in biologics.

Alcyomics acquisition

• Acquisition adds a profitable, high-growth U.K. business, expands into pharma and biologics, and supports the growth plan and path to long-term profitability.

• FDA welcomes non-animal-testing submissions for IND files; management sees no barrier to transition, as technology and data are available.

Q3 performance

• Q3 top line grew 9% currency-adjusted; GARD grew 7%; gross margin was 77%, supported by increased licensing income; operating costs stayed at the prior-year level.

• First positive quarterly EBIT was SEK 1.1M; EBITDA was positive for 9M. Results preceded the Alcyomics acquisition, which was signed during the week.

• Added 12 new customers in Q3, mainly in chemicals, alongside repeat business from larger customers.