Swedish Orphan Biovitrum AB (publ) (SWOBY) M&A Call Transcript
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SA Transcripts157.36K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Swedish Orphan Biovitrum AB (publ) (SWOBY) M&A Call December 15, 2025 2:00 AM EST Company Participants Guido Oelkers - CEO & PresidentLydia Abad-Franch - Senior VP, Head of R&D & Medical Affairs and Chief Medical OfficerHenrik Stenqvist - Chief Financial Officer Conference Call Participants Christopher Uhde - SEB, Research DivisionGonzalo Artiach Castanon - Danske Bank A/S, Research DivisionMattias Häggblom - Handelsbanken Capital Markets AB, Research DivisionKirsty Ross-Stewart - BNP Paribas, Research DivisionViktor Sundberg - Nordea Markets, Research Division Presentation Guido OelkersCEO & President Hello, everyone. This is Guido Oelkers, CEO of Sobi. We are delighted to welcome you to this conference call following the announcement of the acquisition of Arthrosi today, pending, of course, to regulatory clearance. We have posted this presentation to sobi.com for your reference. Please turn to Slide #2. We would like to remind you of the usual provisions on statements about expectations and projections of future events. Please turn to Slide #3. I'm joined by Henrik Stenqvist, our CFO; and Lydia Abad-Franch, Head of R&D and Chief Medical Officer. Please turn to Slide #4. We will present to you the acquisition details. I'll discuss the deal rationale, key opportunities. Julia will share the relevant scientific data, and Henrik will highlight the financial aspects. When you look at this slide, we're obviously excited to announce the addition of Pozdeutinurad AR882 to Sobi's gout pipeline through the acquisition of Arthrosi Therapeutics. Let me start by outlining the strategic rationale behind this deal. But beforehand, a quick perspective on the product. Pozdeutinurad is a highly selective once-daily oral next-generation URAT1 inhibitor that has the potential to become a novel best-in-class therapy for patients with progressive gout. The compound has shown clinically meaningful efficacy and strong safety profile in several large, well-designed Phase II trials. Importantly, 2 sizable Phase III studies