ExpreS2ion Biotech Holding AB (publ) (EXPRS2) Earnings Call Transcripts

ExpreS2ion Biotech Holding AB (publ)'s Latest Earnings Call - Q1 FY2026

In Q1 2026, ExpreS2ion Biotech reported a significant increase in operating income, reaching SEK 6.9 million, up 132% year-over-year, while narrowing its operating loss to SEK 11.9 million, a 6% improvement. The net loss decreased to SEK 9.6 million, down 16% from the previous year. Management highlighted progress in their clinical pipeline, particularly the ES2B-C001 HER2-targeted immunotherapy program, which is advancing through Phase I trials with encouraging immunogenicity data. The company also completed a rights issue post-quarter, raising SEK 31.8 million to bolster liquidity for ongoing projects.

Reported metrics

Guidance from management

Management maintained their focus on completing Phase I of ES2B-C001 and preparing for a potential Phase II study, with a planned readout by the end of 2026. They expressed confidence in their ability to fund ongoing clinical development through existing cash and potential warrant exercises.

What management said

Yes. It's positive for sure. We have consistently here in 2026 announced data from the ES2B-C001 clinical Phase I trial, demonstrating very nice safety, of course, but also on the immunogenicity, which is very interesting. And from a partnering perspective, obviously, this improves our package, if you like. So that's good.

But can I add just one comment on there? In addition, for the Phase I, so far, we've been evaluating immunogenicity through antibody titers and also safety, but we're also adding 3 new sets of bioanalysis, including further information about mode of action, potential early efficacy and polyclonality. So there'll be a lot more data in the data package for potential partners coming this year as part of the Phase I read...

What analysts pressed on

Analysts raised questions about the sustainability of the increased R&D spending and whether the company has sufficient capital to complete Phase I trials. There were also inquiries regarding potential partnerships and the timeline for the Nipah virus vaccine program.

Main topics on the call

• Clinical Progress in ES2B-C001 — ExpreS2ion reported 'drug-specific antibody responses across all evaluable patients' in the ongoing Phase I trial of ES2B-C001. The study has completed two dose cohorts and initiated the third, with no safety signals of ...
• Financial Strengthening through Rights Issue — The company completed a rights issue post-quarter, raising approximately SEK 31.8 million, which 'materially strengthens our near-term liquidity.' This capital will primarily support the ongoing Phase I development of ES...
• Increased R&D Spending — R&D expenses surged to SEK 7.1 million, up 158% year-over-year, primarily driven by grant-funded activities related to the VICI-Disease project. Despite the increase, management noted that the underlying R&D trajectory r...
• Partnership Opportunities — Management expressed optimism about potential partnerships, stating that the clinical data from ES2B-C001 'improves our package' for attracting partners. They noted that as clinical data matures, the program's value incr...

Read the full ExpreS2ion Biotech Holding AB (publ) transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 8 ExpreS2ion Biotech Holding AB (publ) earnings call transcripts on record, spanning February 6, 2025 to August 20, 2026. Based on this history, ExpreS2ion Biotech Holding AB (publ) reports quarterly. The most recent call on file is dated August 20, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

EXPRS2

Exchange

OM

Country

SE

Sector

Health Care

Industry

Biotechnology

Calls on record

8

First call

February 6, 2025

Most recent

August 20, 2026

Reporting cadence

quarterly