Santhera Pharmaceuticals Holding AG Earnings Call Transcripts
Fiscal Year 2026
-
H1 2026 saw over 100% revenue growth to CHF 48.3 million, driven by AGAMREE sales and a major APAC licensing deal. Market share expanded in key EU countries, and long-term data supported broader adoption. Guidance for 2026 and beyond remains strong, despite pricing pressures in Germany.
Fiscal Year 2025
-
2025 saw strong revenue growth, global expansion, and robust AGAMREE uptake, with key launches in Europe and the US, improved manufacturing, and positive long-term clinical data. Guidance for 2026 remains optimistic, with breakeven expected in Q3 and new executive leadership set for transition.
-
AGAMREE achieved rapid market penetration in key regions, driving a 70% revenue increase to CHF 24 million in H1 2025. Expanded financing supports inventory for surging demand, especially in China and the US, while full-year revenue guidance was raised above CHF 65–70 million.
Fiscal Year 2024
-
AGAMREE achieved rapid market penetration in Europe and the U.S., driving CHF 39.1 million in 2024 revenue, with strong growth expected as launches expand and manufacturing scales. Cash runway extends to mid-2026, with break-even targeted and no further fundraising planned.
-
Agamree's rapid uptake in Europe and the U.S. drove a 269% revenue increase year-over-year, with strong market share gains and expanded direct commercialization. Cash runway now extends into 2026, with break-even targeted that year and CHF 150 million European revenue guidance reaffirmed.