Research from Redeye, Redeye AB

Redeye

Research from Redeye

Redeye AB

Specialists in innovative and fast-growing Nordic companies within Life Science and Technology.

Redeye is the next generation equity research and investment banking company, specialized in Life Science and Technology. We are the leading provider of Corporate Broking and Corporate Finance in these sectors.

Our clients are innovative growth companies in the Nordics and we use a unique Rating model based on a value based investment philosophy. Redeye was founded 1999 in Stockholm and is regulated by the Swedish Financial Authority (Finansinspektionen).

Equity Bottom-Up

<ul><li>Redeye comments on Oncopeptides’ Q1 report.</li><li>Sales amounted to SEK25m, an increase by 37% versus Q4 2025.</li><li>Italy surpassed expectations, Germany and Greece were in line, while Spain continues to lag due to the doctors' strike.</li></ul>

Redeye comments on Oncopeptides’ Q1 report.Sales amounted to SEK25m, an increase by 37% versus Q4 2025.Italy surpassed expectations, Germany and Greece were in line, while Spain continues to lag due to the doctors' strike.

Oncopeptides (Q1 Update): Strong Quarterly Growth and Decreased Costs

<ul><li>Redeye provides its first take on Oncopeptides' Q1 report 2026.</li><li>Sales grew 37% versus Q4 2025.</li><li>Operating costs amounted to SEK-63m, with an EBIT of SEK-38m.</li></ul>

Redeye provides its first take on Oncopeptides' Q1 report 2026.Sales grew 37% versus Q4 2025.Operating costs amounted to SEK-63m, with an EBIT of SEK-38m.

Oncopeptides (Q1 Initial take): Return to +30% Q/Q Growth in this Quarter

<ul><li>Redeye provides a brief comment on Oncopeptides' decision to submit a type II variation to expand the Pepaxti label to include third-line treatment.</li><li>Given this will take at least one year, it will not impact the near-term commercialisation of Pepaxti.</li><li>It could increase the total addressable market long-term, however.</li></ul>

Redeye provides a brief comment on Oncopeptides' decision to submit a type II variation to expand the Pepaxti label to include third-line treatment.Given this will take at least one year, it will not impact the near-term commercialisation of Pepaxti.It could increase the total addressable market long-term, however.

Oncopeptides: Intends to File for Third Line

<ul><li>Redeye comments on Oncopeptides’ Q4 report.</li><li>Sales declined by 8% versus Q3 2025 when growth was expected.</li><li>The main reason for this was Spain.</li></ul>

Redeye comments on Oncopeptides’ Q4 report.Sales declined by 8% versus Q3 2025 when growth was expected.The main reason for this was Spain.

Oncopeptides (Q4 Update): Political Risk in Spain and a Slower Germany

<ul><li>Redeye comments on Oncopeptides Q4 report, whose topline has already been communicated.</li><li>Costs were somewhat higher than we had forecast as was the cash burn.</li><li>A rights issue of SEK200m was announced, which will fund Pepaxti and the preclinical pipeline.</li></ul>

Redeye comments on Oncopeptides Q4 report, whose topline has already been communicated.Costs were somewhat higher than we had forecast as was the cash burn.A rights issue of SEK200m was announced, which will fund Pepaxti and the preclinical pipeline.

Oncopeptides (Q4 initial take): Higher Costs and Rights Issue

Sweden

Oncopeptides AB is a biotech company that engages in the research, development, and commercialization of targeted therapies for difficult-to-treat hematological diseases. The company's lead product is Pepaxti (melflufen), a peptide-drug conjugate for the treatment of relapsed or refractory multiple myeloma. Oncopeptides' proprietary Peptide Drug Conjugate (PDC) platform is designed to rapidly and selectively deliver cytotoxic agents into cancer cells.

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Oncopeptides (ONCO SS)

Oncopeptides (Q1 Update): Strong Quarterly Growth and Decreased Costs

Redeye comments on Oncopeptides’ Q1 report. Sales amounted to SEK25m, an increase by 37% versus Q4 2025. Italy surpassed expectations, Germany and...

Redeye

Oncopeptides (Q1 Initial take): Return to +30% Q/Q Growth in this Quarter

Redeye provides its first take on Oncopeptides' Q1 report 2026. Sales grew 37% versus Q4 2025. Operating costs amounted to SEK-63m, with an EBIT...

Redeye

Oncopeptides: Intends to File for Third Line

Redeye provides a brief comment on Oncopeptides' decision to submit a type II variation to expand the Pepaxti label to include third-line...

Redeye

Oncopeptides (Q4 Update): Political Risk in Spain and a Slower Germany

Redeye comments on Oncopeptides’ Q4 report. Sales declined by 8% versus Q3 2025 when growth was expected. The main reason for this was Spain.

Redeye

Oncopeptides (Q4 initial take): Higher Costs and Rights Issue

Redeye comments on Oncopeptides Q4 report, whose topline has already been communicated. Costs were somewhat higher than we had forecast as was the...

Redeye

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