MedinCell S.A. (MEDCL) Earnings Call Transcripts

MedinCell S.A.'s Latest Earnings Call - June 16, 2026

In the fiscal year ended March 31, 2026, MedinCell S.A. reported total income of EUR 24.3 million, a decrease from EUR 27.7 million in the prior year, primarily due to the absence of milestone payments. However, the company highlighted strong growth in royalty income from its product UZEDY, which generated $215 million in net sales, leading to a 54% increase in royalties. Management maintained a positive outlook, signaling that UZEDY is on track to become a blockbuster, with expected sales of $250 million to $280 million in 2026, and anticipates the U.S. launch of olanzapine LAI in Q4 2026, which could further enhance revenue streams.

Reported metrics

Guidance from management

Management maintained a positive outlook, expecting UZEDY to become a blockbuster by the early 2030s and anticipates significant revenue from olanzapine LAI starting in Q4 2026.

What management said

Hello, everyone. Thank you for joining MedinCell's Annual Results Call for the fiscal year ended March 31, 2026. Our press release and presentation are available on our website. Before we start, I invite you to refer to Slide 2 for important information regarding forward-looking statements. Joining me today are Christophe Douat, our CEO. Hi, Christophe.

Thank you, Stephane. To conclude, I will repeat what I said earlier. One year ago, when I introduced our shift to growth strategy, I said that the coming 2 years will be the most transformative of MedinCell's history. One year later, I confirm that we are exactly in the middle of that transformation. Thank you.

What analysts pressed on

Analysts expressed concerns regarding the conservative guidance provided by Teva for UZEDY and the potential impact of regulatory changes on future product launches. There were also inquiries about the company's ability to manage operating expenses amidst ongoing investments.

Main topics on the call

• UZEDY Revenue Growth — UZEDY's net sales reached $215 million, up from $141 million in the prior fiscal year, with royalties increasing to EUR 9.3 million. Management noted, "UZEDY is gaining traction, and that traction is translating into gro...
• Olanzapine LAI Launch Timeline — The olanzapine LAI product is expected to launch in the U.S. in Q4 2026, pending regulatory approval. Management stated, "We are now entering the final phase before what could be a major inflection point for the company....
• Shift to Royalty-Driven Revenue Model — Royalty income now represents 38% of total revenue, up from 22% the previous year, indicating a strategic shift towards a more sustainable revenue model. Management emphasized, "We are clearly switching into a more royal...
• Increased Operating Expenses — Operating expenses rose to EUR 45 million from EUR 38.5 million, reflecting a deliberate investment in future growth. Management described these expenses as necessary investments to support long-term value creation.

Read the full MedinCell S.A. transcript (June 16, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 14 MedinCell S.A. earnings call transcripts on record, spanning April 23, 2020 to June 16, 2026. Based on this history, MedinCell S.A. reports semi-annually. The most recent call on file is dated June 16, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

MEDCL

Exchange

ENXTPA

Country

FR

Sector

Health Care

Industry

Pharmaceuticals

Calls on record

14

First call

April 23, 2020

Most recent

June 16, 2026

Reporting cadence

semi-annually