Edison Investment Research - Orexo AB (ORX) Zubsolv gathers momentum

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Edison Investment Research

Lala Gregorek

Zubsolv gathers momentum

Orexo’s Q316 results delivered positive momentum in Zubsolv revenues and market share. Exclusive preferred status on Maryland FFS Medicaid from July boosted Zubsolv’s market share in the public segment by 1.4pp. In the coming quarters we expect further US market share gains. Orexo is targeting a disproportionally higher share of new patients embarking on opioid dependence treatment, enabled by continued salesforce optimisation. The impact of the US Department of Health and Human Services’ (HHS) increased 275 patient cap coupled with CARA 2016 implementation from H217 and ongoing progress in improving market access will support this. Nevertheless, the share price performance remains muted ahead of a Q416 court decision on the Actavis IP litigation.

04/11/2016 8 EN

Underlying

Orexo AB

Orexo is a pharmaceutical company and engaged in the development and commercialization of drugs based on patented drug delivery technologies primarily in Sweden and the United States. Co.'s product portfolio includes Zubsolv® tablets for maintenance treatment of opioid dependence; Abstral® for the treatment of breakthrough pain in cancer patients; Edluar®, an active substance zolpidem and for the treatment of short-term insomnia; Diabact UBT, which is used to diagnose the presence of Helicobacter pylori, a bacterium that causes gastric ulcers; and Heliprobe System, which is a doctor's office test to detect the presence of the gastric ulcer bacterium, Helicobacter pylori.

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SE0000736415 Nasdaq Nordic Stockholm Sweden

Provider

Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts

Lala Gregorek

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