Camurus (CAMX) Company presentation summary

Company overview and financial performance

• Rapidly growing commercial-stage company with operations in Europe, Australia, and expanding into the US.

• Leader in opioid dependence treatment with unique FluidCrystal technology platform.

• Achieved sustainable profitability since 2022 and reported strong revenue growth, with 2026 revenue outlook of SEK 2.6–2.9 billion (+21% vs. 2025).

• Maintains a strong cash position (~SEK 3.7 bn) and no debt.

Commercial execution and product portfolio

• Global leadership in long-acting opioid dependence treatment with Buvidal and Brixadi, available across four continents.

• Buvidal sales have shown double-digit growth for six consecutive years; estimated 70,000 patients by end 2025, targeting 100,000 by 2027.

• Oczyesa, a monthly subcutaneous octreotide, launched in Germany and approved in the EU and UK for acromegaly.

• Oclaiz US NDA resubmission accepted, with PDUFA date set for June 10, 2026.

Market expansion and growth opportunities

• Significant growth potential for Buvidal in larger European countries, especially in high-potential, limited-access markets like England, Germany, France, and Spain.

• Policy initiatives and funding changes are expected to drive further uptake in these regions.

• Oczyesa launch in Germany has seen promising initial uptake, with additional European launches underway.