Basilea Pharmaceutica (BSLN) Investor presentation summary

Company overview and strategy

• Profitable Swiss biopharmaceutical firm with ~190 employees, focused on anti-infectives and listed on SIX Swiss Exchange.

• Targets severe bacterial and fungal diseases with two revenue-generating hospital brands: Cresemba and Zevtera.

• Business model leverages partnerships, in-licensing, and non-dilutive funding to minimize risk and maximize profitability.

• Positioned in a growing market due to rising resistance, aging populations, and increased use of immunosuppressive therapies.

Product portfolio and pipeline

• Cresemba is a global market leader in antifungals, with $693 million in annual sales and strong growth across 76 countries.

• Zevtera, a broad-spectrum cephalosporin, recently launched in the US with exclusivity until 2034 and strong initial uptake.

• Advanced pipeline includes phase 3 assets fosmanogepix (antifungal, $1B peak sales potential) and ceftibuten-ledaborbactam (oral antibiotic, $500M peak sales potential).

• Early-stage programs target resistant Gram-negative and fungal pathogens with novel mechanisms.

Financial performance and outlook

• FY 2025 revenue reached CHF 232.4 million, surpassing guidance, with net profit of CHF 40.2 million and strong cash position.

• Revenue mix is shifting toward higher-margin royalties and milestones, increasing cash contribution.

• CHF 145 million debt reduction achieved between 2022-2025, further strengthening the balance sheet.

• FY 2026 guidance projects ~20% revenue growth and increased operating profit while advancing R&D.