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Oncopeptides AB (SE:ONCO)
:ONCO
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.29Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of strong commercial and scientific progress alongside clear financial and market execution challenges. Highlights include robust year-over-year revenue growth (+125% FY, +88% Q4), an exceptionally high gross margin (97%), disciplined cost reductions, a focused pipeline advancement with compelling preclinical glioblastoma data and a planned Phase 0 study, plus a rights issue to shore up liquidity. Lowlights comprise continued operating losses, a need for additional capital (SEK 200m rights issue), delayed cash flow positivity (moved from 2026 to 2027), market disruptions in Spain (doctor strike), slower-than-expected growth in Germany, and uncertain timelines for international partnerships. Overall, positive operational and scientific momentum is balanced by material funding needs and commercialization execution risks.Company Guidance
Strong Revenue Growth
Full-year net sales more than doubled to SEK 71.1 million, representing a 125% increase versus 2024; fourth-quarter net sales rose to SEK 18.6 million, an 88% increase year-over-year.
Very High Gross Margin
Gross profit for the year was SEK 68.7 million, corresponding to a gross margin of 97%, demonstrating high scalability and product-level profitability.
Improved Operating Efficiency
Operating expenses decreased by 16% in the quarter and 7% for the full year; R&D expenses decreased from SEK 121.2 million to SEK 103.0 million (~15% reduction) and G&A decreased to SEK 57.4 million from SEK 60.8 million (~5.6% reduction).
Reduced Loss (Improved EBIT)
EBIT improved to a loss of SEK 224.7 million for the year from SEK 283.0 million the prior year (an improvement of SEK ~58.3 million, ≈20.6% reduction in loss).
Capital Raise to Support Strategy
Rights issue announced up to SEK 200 million, of which SEK 190 million is guaranteed through underwriting and subscription commitments; major shareholder HealthCap and management/board intend to participate.
Commercial Momentum and Market Access Progress
Established commercial organizations in Italy, Spain and Germany; Italy exceeded launch expectations in 2025 and the company reports more than 600 patients treated since EMA approval; market exclusivity extends until 2037 with an estimated SEK 1.5 billion European market potential.
Promising Pipeline Progress — Glioblastoma Opportunity
Preclinical data (GLIOPEP project) for PDCs, particularly OPD5, show near-100% brain bioavailability in animal models, blood-brain barrier penetration, and strong tumor reduction; dual mechanism (nuclear + mitochondrial DNA damage) provides a scientific rationale to address resistant tumors. Plan to initiate a cost-efficient window-of-opportunity (Phase 0) study in ~10 glioblastoma patients in 2026 to confirm BBB passage in humans.
Focused R&D and Externalization Strategy
No ongoing clinical studies but a more focused R&D structure and a shift to rely more on external strategic collaborations to advance preclinical platforms, enabling reallocation of resources to highest-value opportunities.
SE:ONCO 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
SE:ONCO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | kr2.59 | kr1.60 | -38.16% |
Nov 05, 2025 | kr5.46 | kr4.73 | -13.47% |
Aug 21, 2025 | kr4.48 | kr3.59 | -19.95% |
May 15, 2025 | kr1.80 | kr1.73 | -3.45% |
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 Oncopeptides AB (SE:ONCO) report earnings?
Oncopeptides AB (SE:ONCO) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is Oncopeptides AB (SE:ONCO) earnings time?
Oncopeptides AB (SE:ONCO) earnings time is at May 13, 2026, Before Open (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 Oncopeptides AB stock?
The P/E ratio of Oncopeptides AB is N/A.
What is SE:ONCO EPS forecast?
Currently, no data Available