Oncopeptides AB (publ) (ONCO) Earnings Call Transcripts
Oncopeptides AB (publ)'s Latest Earnings Call - May 11, 2026
In the Q1 2026 earnings call, Oncopeptides AB announced its intention to submit a type II variation for Pepaxti in Europe, aiming to expand its indication to third-line treatment for less refractory multiple myeloma patients. This strategic move could potentially double the addressable patient population and the average number of treatment cycles per patient, significantly enhancing revenue potential. The company maintained its financial target of achieving cash flow positivity by 2027, contingent on successful regulatory approval and market access negotiations.
Reported metrics
| Metric | Value |
|---|---|
| Addressable Patient Population | 2x increase (positive) |
| Average Treatment Cycles | 2x increase (positive) |
| Cash Flow Target | Positive by 2027 (neutral) |
| Median PFS (OCEAN Study) | 9.3 months (positive) |
| Overall Survival (OCEAN Study) | 23.6 months (positive) |
| Overall Response Rate (OCEAN Study) | 42% (positive) |
Guidance from management
Oncopeptides plans to submit the type II variation to the EMA in the coming months, with initial regulatory feedback expected in the second half of 2026 and a final decision anticipated in the first half of 2027.
What analysts pressed on
Analysts expressed concerns regarding the impact of regulatory approval and market access on financial targets. There were questions about the potential need for additional studies to support the use of Pepaxti in combination therapies beyond dexamethasone.
Main topics on the call
- Regulatory Submission for Pepaxti — Oncopeptides plans to submit a type II variation to the European Medicines Agency (EMA) to broaden Pepaxti's indication to third-line treatment. CEO Sofia Heigis stated, 'An approved indication with granted market access...
- Market Expansion Potential — The expansion into third-line treatment is projected to double both the addressable patient population and the average number of treatment cycles. Heigis emphasized that this could 'generate value for both patients and s...
- Pricing Landscape Evolution — Management noted a significant shift in the pricing landscape since 2023, moving from a single comparator to a basket of drugs, which could lead to higher pricing for Pepaxti. Heigis mentioned, 'We have moved from an unf...
- Financial Targets Maintained — Despite the potential for expanded indications, Oncopeptides has not changed its financial target of achieving cash flow positivity during 2027. CFO Henrik Bergentoft stated, 'We are not changing our financial target... ...
Read the full Oncopeptides AB (publ) transcript (May 11, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Oncopeptides AB (publ)
Oncopeptides AB (publ) (ONCO) is a publicly listed company in the Biotechnology industry, within the Health Care sector. It trades on OM and is based in SE. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 44 calls on record spanning January 27, 2020 to October 12, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 44 Oncopeptides AB (publ) earnings call transcripts on record, spanning January 27, 2020 to October 12, 2026. Based on this history, Oncopeptides AB (publ) reports quarterly. The most recent call on file is dated October 12, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ONCO
- Exchange
- OM
- Country
- SE
- Sector
- Health Care
- Industry
- Biotechnology
- Calls on record
- 44
- First call
- January 27, 2020
- Most recent
- October 12, 2026
- Reporting cadence
- quarterly