reports
Sobi Announces U.S. Food and Drug Administration Approves Doptelet® (a...
Sobi Announces U.S. Food and Drug Administration Approves Doptelet® (avatrombopag) for the Treatment of Thrombocytopenia in Pediatric Patients One Year and Older with Persistent or Chronic Immune Thrombocytopenia (ITP) Doptelet Sprinkle (avatrombopag) was approved as an effective formulation for children one year to less than six years. The primary endpoint was met in 27.8% of patients, confirming the efficacy in children and adolescents with persistent or chronic ITP WALTHAM, Mass., July 25, 2025 (GLOBE NEWSWIRE) -- Sobi North America, the North American affiliate of (Sobi®), today an...
Swedish Orphan Biovitrum AB: 1 director
A director at Swedish Orphan Biovitrum AB sold 7,723 shares at 288.474SEK and the significance rating of the trade was 66/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two y...
- ABGSC Healthcare Research
- Georg Tigalonov-Bjerke
- Morten Larsen
- ABGSC Healthcare Research
- Georg Tigalonov-Bjerke
- Morten Larsen
- ABGSC Healthcare Research
- Georg Tigalonov-Bjerke
- Morten Larsen
- Patrik Ling
Swedish Orphan Biovitrum (Buy, TP: SEK365.00) - Haemophilia the highli...
Q1 sales beat our forecast by 5% and adj. EBITA outperformed by 8%. Overall, we believe the highlight in the report was the stronger haemophilia result than expected, with solid growth in Altuvoct and a smaller decline for Elocta than forecast. The weak spot was Vonjo sales, which missed our estimate by 28% and consensus by 29%, with management citing stocking issues. We reiterate our BUY and SEK365 target price.
- ABGSC Healthcare Research
- Alexander Krämer
- Morten Larsen
- ABGSC Healthcare Research
- Alexander Krämer
- Morten Larsen
- ABGSC Healthcare Research
- Alexander Krämer
- Morten Larsen
- ABGSC Healthcare Research
- Alexander Krämer
- Morten Larsen
- Patrik Ling
Swedish Orphan Biovitrum (Buy, TP: SEK365.00) - Slightly below consens...
We forecast a decent quarter, despite some difficult revenue comparables, with no manufacturing revenues, lower Elocta sales and lower Beyfortus royalties YOY, unlikely to be fully compensated by new product growth, such as for Altuvoct. Meanwhile, the company continues to invest in its recently launched products (and coming launches), which should be well known by the market. We reiterate our BUY and SEK365 target price.
- ABGSC Healthcare Research
- Alexander Krämer
- Morten Larsen
- Patrik Ling
Swedish Orphan Biovitrum (Buy, TP: SEK365.00) - Investing for growth
SOBI reported in line with its pre-announced earnings. We expected a higher margin than consensus. Guidance for 2025 was for high-single-digit growth and an adj. EBITA margin in the mid-30s. We believe our margin assumptions have been too high, and have thus made adjustments. However, as SOBI has several new launches and multiple clinical trials, we believe the investments in sales and marketing are sound. We reiterate our BUY, despite lowering our estimates, and have raised our target price to ...
- ABGSC Healthcare Research
- Alexander Krämer
- Morten Larsen
- ABGSC Healthcare Research
- Alexander Krämer
- Morten Larsen
- ABGSC Healthcare Research
- Alexander Krämer
- Morten Larsen
- Patrik Ling
Swedish Orphan Biovitrum (Buy, TP: SEK355.00) - On course for a strong...
We are above consensus on Q4e adj. EBITA, but fairly in line for 2025–2026e. We expect focus to be on Beyfortus royalties as well as the launch of Altuvoct in Germany and the coming launches in other large EU countries in 2025e. Following the soft share price performance recently, we have upgraded to BUY (HOLD), but reiterate our SEK355 target price.
Sobi Announces FDA Acceptance of New Drug Application for Avatrombopag...
Sobi Announces FDA Acceptance of New Drug Application for Avatrombopag (DOPTELET®) for the Treatment of Pediatric Immune Thrombocytopenia Avatrombopag PDUFA date set for July 24, 2025 WALTHAM, Mass., Dec. 12, 2024 (GLOBE NEWSWIRE) -- Sobi North America, the North American affiliate of (Sobi®), today announced that the U.S. Food and Drug Administration (FDA) has accepted its supplemental New Drug Application (sNDA) for avatrombopag (DOPTELET®) for the treatment of thrombocytopenia in pediatric patients one year and older with persistent or chronic immune thrombocytopenia (ITP) who have ...
Sobi to present new data across its immunology portfolio at the ACR Co...
Sobi to present new data across its immunology portfolio at the ACR Convergence 2024 WALTHAM, Mass., Nov. 07, 2024 (GLOBE NEWSWIRE) -- Sobi North America, the North American affiliate of (Sobi®), today announced the presentation of four abstracts that highlights data from its immunology portfolio at the ACR Convergence 2024 taking place in Washington, D.C. from November 14–19, 2024. Sobi’s commitment to delivering innovative treatments for people living with immunological diseases is seen in global studies spanning multiple disorders: Results from two Phase 3 trials evaluating the effe...
- Patrik Ling
Swedish Orphan Biovitrum (Hold, TP: SEK355.00) - Strong quarter, raise...
SOBI reported a very strong Q3, with beats of 15% on the top line and c42% on adj. EBITA. The company increased its guidance for the 2024 top line but reiterated it for margins. The latter indicates higher operating costs in Q4, and this dampened the share price yesterday. We reiterate our HOLD but have raised our target price to SEK355 (335) on updated forecasts.
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