BioArctic's Capital Markets Day 2025 - entering a new era of growth

Rhea-AI Summary

BioArctic AB (NASDAQ: BIOA B) hosted its Capital Markets Day 2025, outlining ambitious plans to become Sweden's next major pharmaceutical company by 2030. The company's strategy focuses on expanding its pipeline across brain diseases, securing global partnerships, and establishing Leqembi® for Alzheimer's treatment in the Nordic region. Key presentations covered financial outlook, with expected profitability from 2025, R&D strategy featuring their BrainTransporter™ technology enabling up to 70x greater brain exposure for antibodies, and updates on Leqembi® and exidavnemab programs. The event highlighted BioArctic's commitment to innovation in neurology, particularly their progress in Alzheimer's treatment and development of therapies for alpha-synuclein diseases including Parkinson's, Multiple System Atrophy, and Lewy body dementia.

Insights

Pharmaceutical Investment Analyst

BioArctic transitions to profitability with Leqembi royalties while advancing promising neurology pipeline and Nordic commercialization strategy.

BioArctic's Capital Markets Day reveals a significant transition point for the company, marking its evolution from a clinical-stage biotech to a profitable commercial enterprise. The expectation of profitability beginning in 2025 stems from two key revenue streams: royalties from global Leqembi® sales and proceeds from their recent licensing deal with Bristol Myers Squibb.

Leqembi represents a groundbreaking achievement as the first fully approved disease-modifying treatment for early Alzheimer's disease, positioning BioArctic at the forefront of neurodegenerative disease innovation. The company's strategy to commercialize Leqembi in Nordic markets creates a direct revenue opportunity while their partners handle global distribution.

Their proprietary BrainTransporter™ technology addresses a fundamental challenge in neurological drug development - the blood-brain barrier. This platform technology can deliver up to 70 times greater brain exposure for therapeutic antibodies, potentially unlocking treatments for multiple brain disorders while creating substantial partnership opportunities.

The company's pipeline expansion beyond Alzheimer's is evident with exidavnemab, now in Phase 2 development for alpha-synuclein-related conditions including Parkinson's disease, Multiple System Atrophy, and Lewy body dementia. This diversification reduces dependency on a single therapeutic area.

BioArctic's financial strategy balances growth investments with a commitment to recurring shareholder dividends, indicating management's confidence in sustainable cash flow generation. The company's transition from research organization to commercial entity represents a critical inflection point that could significantly enhance shareholder value in the neurology space.

STOCKHOLM, June 2, 2025 /PRNewswire/ -- BioArctic AB (publ) (NASDAQ Stockholm: BIOA B) today welcomes investors, analysts and financial media to the company's Capital Markets Day. The event, which starts at 10:30 CET, will be broadcast live online.

Over the past 20 years, BioArctic has built a thriving company based on a foundation of solid science and innovation, strong finances and an organization with well-educated staff and a value-driven corporate culture.

At the Capital Markets Day, management will outline BioArctic's ambitions for 2030 which focuses on building Sweden's next major pharmaceutical company. This will be achieved by:

• building a balanced and broad pipeline with projects in all stages of development,
• adding additional successful global partnerships, and
• establishing Leqembi® as a treatment for Alzheimer's disease in the Nordics
• ensuring finances that allow for both investing in growth while giving recurring dividends to shareholders.

To achieve this, the company will accelerate innovation into a broader area of severe brain diseases, proactively work with business development to maximize the value of each project, and work to ensure a successful launch of Leqembi in the Nordic region.

The presentation for the Capital Markets Day can be found on https://www.bioarctic.com/en/investors/conference-presentations/.

A recording of the Capital Markets Day will be available later today on BioArctic's website.

AGENDA

10:30 BioArctic today and tomorrow
Precision neurology and severe brain disease experiencing unprecedented opportunities for innovation. Chief Executive Officer Gunilla Osswald will discuss how BioArctic is positioning itself to capture these global possibilities and outline the company's ambitions toward 2030.

11:00 Financials
Following the recent license agreement with Bristol Myers Squibb and with continuous royalties from Leqembi sales, BioArctic expects to achieve profitability from this year onwards. Anders Martin-Löf, Chief Financial Officer, will outline what this strengthened financial position means for shareholders and BioArctic's future opportunities.

11:20 R&D Strategy
Based on the same principle as Leqembi, BioArctic has built a project portfolio with selective antibodies targeting aggregated forms of misfolded proteins in the brain. Chief R&D Officer Johanna Fälting will outline the overarching research strategy and explain how BioArctic's integrated antibody and BrainTransporter™ platforms create opportunities across several disease areas.

11:50 Q&A

12:10 Lunch

13:00 Leqembi
Leqembi is the first fully approved disease-modifying treatment for early Alzheimer's disease, marking a transformational shift in the treatment landscape. Anna-Kaija Grönblad, Chief Commercial Officer, will discuss this evolving paradigm, provide insights into global and European market developments, and outline BioArctic's preparations for the Nordic launch.

13:20 Key opinion leader: Disease modifying treatment for Alzheimer's disease in clinical use
Since the initial approval of Leqembi in the United States in January 2023, clinicians have gained important real-world experience with this groundbreaking therapy for early Alzheimer's disease. Professor Lawrence S. Honig from Columbia University's Department of Neurology will present clinical insights from US practice and discuss the practical challenges and opportunities of implementing this new treatment paradigm.

14:00 Q&A

14:15 BrainTransporter-technology
Biological drugs hold enormous potential for treating brain diseases, but the blood-brain barrier has historically prevented their effective delivery. Chief Scientific Officer Per-Ola Freskgård will present how BioArctic's breakthrough BrainTransporter technology can deliver antibodies with up to 70 times greater brain exposure and superior distribution and discuss the commercial opportunities this proprietary platform creates.

14:55 Exidavnemab
BioArctic's antibody exidavnemab targets alpha-synuclein, a key protein involved in multiple neurodegenerative conditions. Gabrielle Åhlberg Hillert, Chief Medical Officer, will provide an update on the Phase 2 program, explain how exidavnemab differentiates from other late-stage antibodies, and discuss how it could address significant unmet medical needs in alpha-synuclein diseases such as Parkinson's disease, Multiple System Atrophy, and Lewy body dementia.

15.15 Q&A

15.30 Concluding remarks
Short summary by Gunilla Osswald, Chief Executive Officer

The information was released for public disclosure, through the agency of the contact persons below, on June 2, 2025, at 10:30 CET.

For further information, please contact: 
Oskar Bosson, VP Communications and Investor Relations
E-mail: oskar.bosson@bioarctic.se
Telephone: +46 70 410 71 80

Charlotte af Klercker, Senior Director Sustainability and Communications
E-mail: charlotte.afklercker@bioarctic.com
Telephone: +46 73 515 09 70

About BioArctic AB
BioArctic AB (publ) is a Swedish research-based biopharma company focusing on innovative treatments that can delay or stop the progression of neurodegenerative diseases. The company is the originator of Leqembi® (lecanemab) – the world's first drug proven to slow the progression of the disease and reduce cognitive impairment in early Alzheimer's disease. Leqembi has been developed together with Eisai. BioArctic has a broad research portfolio within Alzheimer's disease, Parkinson's disease, ALS and enzyme deficiency diseases. Several of the projects utilize the company's proprietary BrainTransporter™ technology, which improves the transport of drugs into the brain. BioArctic's B share (BIOA B) is listed on Nasdaq Stockholm Large Cap. For more information, please visit www.bioarctic.com.

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BioArctic’s Capital Markets Day 2025 â€" entering a new era of growth

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SOURCE BioArctic

FAQ

What are BioArctic's main goals announced at their 2025 Capital Markets Day?

BioArctic aims to become Sweden's next major pharmaceutical company by 2030 through building a broad pipeline, adding global partnerships, establishing Leqembi in the Nordics, and ensuring finances for growth while providing recurring dividends.

What is BioArctic's BrainTransporter technology and why is it significant?

BrainTransporter is a breakthrough technology that can deliver antibodies across the blood-brain barrier with up to 70 times greater brain exposure and superior distribution, creating significant commercial opportunities for treating brain diseases.

When does BioArctic expect to achieve profitability?

BioArctic expects to achieve profitability from 2025 onwards, following their license agreement with Bristol Myers Squibb and continuous royalties from Leqembi sales.

What is the status of BioArctic's exidavnemab development program?

Exidavnemab is in Phase 2 development, targeting alpha-synuclein for conditions like Parkinson's disease, Multiple System Atrophy, and Lewy body dementia.

What is Leqembi and what is its current status?

Leqembi is the first fully approved disease-modifying treatment for early Alzheimer's disease, initially approved in the United States in January 2023, and BioArctic is preparing for its Nordic launch.