Swedish Orphan Biovitrum AB (publ) Q1 2022 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Christopher Winston Uhde - SEB, Research Division - Analyst : I appreciate seeing the geographic split of sales. Doptelet -- sorry, excuse me, Alprolix is my first question. What percent of performance was due to factor consumption and what's the driver of the reduced factor consumption that you mentioned? And then what price -- what percent is pricing? And was there any phasing given the blowout Q4? That's my first question. My second question is thoughts around financing. If you could share your thoughts around financing and the changing rate environment, what would need to happen to make you change your approach to financing M&A?

Question: Christopher Winston Uhde - SEB, Research Division - Analyst : Great. So basically primarily phasing essentially, it sounds like.

Question: Christopher Winston Uhde - SEB, Research Division - Analyst : Yes, in terms of approaching -- how you approach financing of M&A. Obviously, there's a changing macro environment that affects your interest expenses. What would need to happen to make you change? What has been your approach in terms of how to secure financing for your M&A?

Question: Christopher Winston Uhde - SEB, Research Division - Analyst : So I think -- just stick with SEL-212 for the moment here. Obviously, getting fairly close to pivotal readouts, but there's been little change to the R&D program, although it does seem that you need to do some work to reestablish your positioning after the COMPARE trial. So when and what might we expect to see in terms of augmenting that R&D program? And then I just wondered if you could detail the external expenses component of the restructuring costs?

Question: Christopher Winston Uhde - SEB, Research Division - Analyst : No, sorry, that was the second part, separate. The first part was about SEL-212, and previously COMPARE was head-to-head against KRYSTEXXA. And although it was successful on most of the secondary endpoints, the primary missed. So what do you need to do to reestablish your positioning versus KRYSTEXXA in terms of your R&D program because nothing has changed in the interval.

Question: Christopher Winston Uhde - SEB, Research Division - Analyst : Yes, the SEK 72 million for external expenses, I just wondered what exactly that was? I mean I'm trying to understand how much would be potentially recurring given that you're talking about ongoing restructuring efforts or efficiency efforts. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. APRIL 28, 2022 / 11:00AM, SOBIV.ST - Q1 2022 Swedish Orphan Biovitrum AB (publ) Earnings Call

Question: Caroline BanTr - Danske Bank A/S, Research Division - Analyst : So a question on Synagis. Is there -- do you believe a change in clinical practice, as you mentioned, patients remained on treatment despite the early start of the RSV season. I was just wondering if you think there's a change in clinical practice here?