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Basilea Pharmaceutica (CH:BSLN)
:BSLN
Earnings Data
Report Date
Aug 18, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.54Last Year’s EPS
1.26Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a strong operational and financial year with multiple positive metrics (robust revenue growth, rising royalties, improved cash position, debt reduction, substantial nondilutive funding, successful U.S. launch of Zevtera, and a strengthened Phase III pipeline). Key near-term challenges include higher R&D spending, expected shifts in revenue mix from product supply transitions, and the medium-term impact of Cresemba loss of exclusivity (U.S. generics from Q4 2027; Europe H2 2028) which will require successful execution of the Phase III programs to sustain growth. Overall, the balance of accomplishments, financial resilience and visible pipeline catalysts outweigh the outlined risks, contingent on clinical and partner execution.Company Guidance
Strong Cresemba Growth and Market Leadership
Cresemba global in-market sales increased 27% year-on-year to USD 693 million (12 months to Sep 2025). Growth is strong in established markets with China and Japan moving beyond launch phase, and Cresemba is now the global market leader by value.
Revenue and Profit Growth
Total revenue was CHF 232.4 million, up 11.4% versus 2024. Cresemba and Zevtera-related revenue totaled CHF 194.4 million. Operating profit was CHF 51.5 million and net profit CHF 40.2 million for 2025.
Royalty Income Expansion
Royalty income grew 15.4% year-on-year to CHF 111.6 million, reflecting continued strong demand for Cresemba.
Improved Cash and Balance Sheet Position
Cash and cash equivalents plus restricted cash increased 30% to CHF 162.3 million. After deducting outstanding convertible bonds, net cash was CHF 86.9 million at year-end — a more than threefold increase versus end of 2024. Operating cash flow remained strong at CHF 62.1 million.
Substantial Non-Dilutive R&D Funding
Basilea has been awarded more than USD 430 million in nondilutive funding agreements (BARDA, CARB-X), with over USD 100 million already committed. The company also secured USD 70 million in nondilutive funding during the year and reports approximately USD 330 million of additional potential nondilutive funding available under existing agreements.
Debt Reduction
Convertible debt has been substantially reduced since January 2022 by CHF 145 million, including CHF 21 million in the reporting period, leaving outstanding convertible debt of CHF 76 million.
Commercial Progress for Zevtera (U.S. launch)
Zevtera was successfully launched in the U.S. in July 2025. Early commercial milestones achieved include multiple formulary wins (including Medicaid and 340B), NTAP designation, a J-code for outpatient billing, and repeat hospital orders. Partner expects increasing net sales from Q2 2026.
Diversified and Advancing Pipeline with Near-Term Phase III Programs
Pipeline expanded via in-licensing of ceftibuten-ledaborbactam (Phase III-ready) and advancement of fosmanogepix into a second Phase III study. Fosmanogepix is in two global Phase III trials (readouts expected in 2028); ceftibuten-ledaborbactam is planned to enter Phase III in early 2027 with readout expected in 2029.
Compelling Peak Sales Estimates for Phase III Assets
Management estimates peak sales potential of approximately USD 1 billion for fosmanogepix and USD 500 million for ceftibuten-ledaborbactam, indicating material mid-term commercial upside if trials succeed.
Real‑World Evidence and Expanded Access for Fosmanogepix
Fosmanogepix has been used in an expanded access program treating >430 patients across 20 countries, with real-world cases (e.g., 2023 fusarium meningitis) indicating meaningful clinical impact and reduced in-hospital mortality in difficult-to-treat infections.
Positive 2026 Financial Guidance
Guidance for 2026: Cresemba and Zevtera-related revenue around CHF 200 million; total revenue growth ~10%; R&D expenses expected to increase ~20%; management expects operating profit to increase ~20% and cash contribution from commercial business to rise from CHF 155 million (2025) to CHF 170 million (2026).
Longer‑Term Cash Generation Visibility
Management expects approximately CHF 600 million in cumulative cash flow from Cresemba and Zevtera over 2026–2030, and emphasizes significant flexibility to fund pipeline progression and business development.
CH:BSLN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CH:BSLN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | CHF55.70 | CHF55.00 | -1.26% |
Aug 19, 2025 | CHF52.90 | CHF48.90 | -7.56% |
Feb 18, 2025 | CHF40.85 | CHF44.25 | +8.32% |
Aug 13, 2024 | CHF37.85 | CHF41.00 | +8.32% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Basilea Pharmaceutica (CH:BSLN) report earnings?
Basilea Pharmaceutica (CH:BSLN) is schdueled to report earning on Aug 18, 2026, TBA (Confirmed).
What is Basilea Pharmaceutica (CH:BSLN) earnings time?
Basilea Pharmaceutica (CH:BSLN) earnings time is at Aug 18, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Basilea Pharmaceutica stock?
The P/E ratio of Basilea Pharmaceutica is N/A.
What is CH:BSLN EPS forecast?
CH:BSLN EPS forecast for the fiscal quarter 2026 (Q2) is 2.54.