The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Christopher Winston Uhde - SEB, Research Division - Analyst
: I hope you can hear me. My question first is on Elocta and Alprolix again. So you mentioned phasing. So do you expect the phasing to unwind in
Q2 or later this year? And would you please quantify the impact it had on Q1? And then also, if you could give us any more detail on the price cuts
where and roughly how much?
And then the second question I'd like to ask is, so the 2-year period of investment has sort of -- that you guided to 2 years ago has, of course, come
to an end. And -- perhaps you could give us some more color on the expenses for R&D going forward for -- over the next few years for the existing
product and pipeline portfolio?
Question: Alistair David Campbell - RBC Capital Markets, Research Division - Analyst
: I've got 2, please. First of all, just I wanted to talk a bit more, if you can, about Beyfortus, about nirsevimab. Just in terms of that new agreement
with Sanofi, I'm sort of keen to understand how that negotiation originated. Is that something that you sought to do. And ultimately, is the outcome
of that value neutral? Or have you had to give up some value to sort of gain more flexibility in that deal?
Then the other point of that is just basically Sanofi this morning is still saying that they remain optimistic they'll be able to get to the U.S. market
with Beyfortus to participate in the RSV season before the end of the year. I mean, technically, if they did get sales before the end of the year in
terms of the timing of when you receive royalties, could that fall into this year? Or is that more likely to fall into next year?
Question: Christopher Winston Uhde - SEB, Research Division - Analyst
: So I guess in terms of SG&A and -- well, so the number of employees basically at the end of last year was basically unchanged from the year before,
but SG&A, excluding amortization, was up 25% and salaries were as well. So what factors are behind that? How much was related to the restructuring
and how much to other reasons why -- for exceeding core inflation? And what should we expect in terms of inflationary impact on overhead in
2023? And also, what were the 56 new hires reported for?
Question: Christopher Winston Uhde - SEB, Research Division - Analyst
: I was looking at the full year from last year from the annual report.
Question: Christopher Winston Uhde - SEB, Research Division - Analyst
: And trying to use that to get a sense of the trajectory going forward, what factors are...
Question: Christopher Winston Uhde - SEB, Research Division - Analyst
: And for the rest of this year, inflationary impact?
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APRIL 27, 2023 / 12:00PM, SOBIV.ST - Q1 2023 Swedish Orphan Biovitrum AB (publ) Earnings Call
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