)
Alvotech (ALVO) investor relations material
Alvotech SEB Nordic Seminar presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic vision and market opportunity
Mission centers on building a global biosimilar company to improve patient quality of life, with ~$2bn invested in platform and portfolio and a total addressable market exceeding $185bn.
Over 60 biosimilar launches achieved, with a vertically integrated infrastructure and global reach through 19 commercial partners in 90+ markets.
Biologics market is expanding rapidly, with 118 biologics expected to lose patent protection in the next decade and biosimilar units growing at 20% YoY globally.
US and EU account for 85% of the global biologics market, highlighting significant regional opportunities.
Financial performance and outlook
Total revenues grew 5x from 2023 to 2024, driven by the US launch of bHumira (AVT02) and early traction for bStelara (AVT04); 9M25 revenues reached $420m, up 24% YoY.
Gross margin at 59% in 9M25, with product margin at 27% and adjusted EBITDA of $68m (16% margin), impacted by temporary margin softness.
2025 revenues expected at $570-600m, with 2026 guidance of $650-700m and adjusted EBITDA of $180-220m, targeting cash flow positivity in Q4 2026.
Revenue growth supported by new product launches, licensing revenues, and expanded geographic reach.
Operational execution and pipeline
Robust R&D pipeline with 30 biosimilar candidates under development, including late-stage and early-stage assets across immunology, oncology, ophthalmology, and other therapeutic areas.
Recent approvals for AVT03, AVT05, and AVT06 in EEA, UK, and Japan, with launches in Europe and Japan expected in late 2025 and early 2026.
Strategic acquisitions of Xbrane's R&D operations and Ivers-Lee Group to expand R&D capacity and improve cost structure.
Continued investment in R&D, with $250m planned for 2026 to accelerate pipeline growth and maintain leadership in biosimilars.
- TimeTickerHeadlineOpen
- HTRO
Q4 growth in Data Center and Harsh Environment offset Fiber Solutions decline and restructuring costs. - GN
Market share gains and margin expansion set the stage for profitable growth in 2026. - MEDANTA
Q3 FY26 delivered 19% revenue growth and expansion, with profit hit by ramp-up and regulatory costs. - ASX
Strong 2025 results and robust 2026 outlook driven by AI, advanced packaging, and margin gains. - AURIONPRO
26% revenue growth, strong margins, and key wins with regulatory and acquisition impacts. - RBX
Record R28.18bn order book and 21% revenue growth drive strong FY2025 results. - PAGEIND
Revenue and EBITDA grew, but profit was impacted by labor code costs; dividend declared. - A105560
2025 net profit hit KRW 5.84 trillion, with robust capital and record shareholder returns. - VEND
EBITDA rose 53% on stable revenues, with major tech migration and NOK 8bn returned to shareholders. - 247540
2026 earnings set to surge as Indonesian smelters, metal prices, and new projects drive growth.
Next Alvotech earnings date
Next Alvotech earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)