Nykode Therapeutics AS (NYKD) Earnings Call Transcripts

Nykode Therapeutics AS's Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, Nykode Therapeutics reported a net loss of $4.1 million, widening from a loss of $1.4 million in the same period last year. The company remains well-capitalized with a cash position of $1.3 million and a runway extending into 2028. Management highlighted significant progress in their lead asset, abi-suva, with the first patient dosed in a Phase II trial, and expressed optimism about upcoming interim data expected in 2027. The company also noted ongoing advancements in their autoimmune disease platform and AI-driven drug design initiatives, indicating a positive outlook for future developments.

Reported metrics

Guidance from management

Management maintained a positive outlook, focusing on executing the abi-suva trial and preparing for interim data in 2027. They expect continued progress in their autoimmune disease platform and AI initiatives, with no changes to prior guidance provided.

What management said

Thanks, No, our understanding this that this is purely a procedural issue due to the case flow they have and also the priorities they have to make according to law. So no other reasoning than that.

Very good. Thank you very much. And last question from Eric is I think that's question for you, Agnete. When do we think the partner interest for abi-suva will be, how great you all saw this enough is that going to be before or after the ability interim data.

What analysts pressed on

Analysts expressed concerns regarding the competitive landscape for patient recruitment in the abi-suva trial, particularly in the HPV-positive segment. There were also questions about the timeline and implications of the pending tax case, which could significantly impact cash flow.

Main topics on the call

• abi-suva Phase II Trial Progress — Nykode has successfully dosed the first patient in the randomized Phase II trial for abi-suva, marking a critical transition to execution. CEO Michael Engsig stated, "This is a very important milestone, which sets us on ...
• Interim Data Expectations — Management anticipates releasing interim data from the abi-suva trial in 2027, which could significantly influence investor sentiment and stock performance. Engsig emphasized the importance of this data for future develo...
• Financial Position and Cash Runway — Nykode reported a cash position of $1.3 million, with a runway extending into 2028. CFO Harald Gurvin noted, "With disciplined execution and strong financial focus, we will reach key inflection points within the estimate...
• Tax Case Update — The company is awaiting a draft recommendation on a pending tax case, which could result in a noncurrent receivable of $33.3 million. Gurvin mentioned, "A positive outcome would push the cash flow way into 2029," indicat...

Read the full Nykode Therapeutics AS 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 20 Nykode Therapeutics AS earnings call transcripts on record, spanning November 23, 2022 to August 26, 2026. Based on this history, Nykode Therapeutics AS reports quarterly. The most recent call on file is dated August 26, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

NYKD

Exchange

OB

Country

NO

Sector

Health Care

Industry

Biotechnology

Calls on record

20

First call

November 23, 2022

Most recent

August 26, 2026

Reporting cadence

quarterly