Swedish Orphan Biovitrum AB (Sobi) Company Profile

Background

Swedish Orphan Biovitrum AB (Sobi) is an international biopharmaceutical company headquartered in Stockholm, Sweden, specializing in the development and commercialization of therapies for rare diseases. The company focuses on areas such as haematology, immunology, and specialty care, aiming to provide sustainable access to innovative medicines for patients worldwide. Sobi's mission is to transform the lives of individuals with rare and debilitating conditions by delivering reliable and effective treatments. The company is listed on Nasdaq Stockholm under the ticker symbol SOBI.

Key Strategic Focus

Sobi's strategic focus encompasses several key objectives:

• Core Objectives: To develop and deliver innovative therapies that address unmet medical needs in rare diseases, thereby improving patient outcomes and quality of life.

• Areas of Specialization: The company specializes in haematology, immunology, and specialty care, with a particular emphasis on conditions such as haemophilia, immune thrombocytopenia (ITP), and rare genetic disorders.

• Key Technologies Utilized: Sobi employs advanced biotechnology techniques, including protein biochemistry and biologics manufacturing, to develop its therapies. The company also leverages strategic partnerships and collaborations to enhance its research and development capabilities.

• Primary Markets Targeted: Sobi operates globally, with a significant presence in Europe, North America, the Middle East, Asia, and Australia. The company's products are marketed across these regions, focusing on providing access to treatments for rare diseases.

Financials and Funding

Sobi has demonstrated strong financial performance in recent years:

• Revenue: In 2024, the company reported revenue of SEK 26 billion, marking a significant increase from SEK 22.1 billion in 2023.

• Profitability: The adjusted EBITA margin improved to 47% in the third quarter of 2025, reflecting effective cost management and operational efficiency.

• Funding History: In July 2025, Sobi announced a capped royalty purchase agreement with Apellis Pharmaceuticals, Inc., reducing its ex-U.S. royalty obligations for Aspaveli® by 90% in exchange for $275 million upfront and up to $25 million in additional milestone payments.

Pipeline Development

Sobi's pipeline includes several key candidates:

• Altuvoct (efanesoctocog alfa): A long-acting recombinant factor VIII Fc fusion protein for the treatment of haemophilia A. The product has demonstrated positive clinical outcomes and is a significant contributor to the company's haematology revenue.

• Gamifant (emapalumab-lzsg): Approved by the U.S. FDA for the treatment of hemophagocytic lymphohistiocytosis (HLH) in patients with Still's disease. The product has shown strong sales performance, with SEK 733 million in revenue reported in the third quarter of 2025.

• Aspaveli (pegcetacoplan): A treatment for paroxysmal nocturnal hemoglobinuria (PNH). Sobi has entered into a partnership with Apellis Pharmaceuticals for this product, with recent developments including a Phase 3 study demonstrating sustained efficacy in rare kidney diseases.

Technological Platform and Innovation

Sobi distinguishes itself through several technological and innovative approaches:

• Proprietary Technologies: The company has developed expertise in protein biochemistry and biologics manufacturing, enabling the production of complex biologic therapies.

• Scientific Methods: Sobi employs advanced clinical trial designs and data analytics to optimize the development and commercialization of its therapies.

• AI-Driven Capabilities: While specific AI-driven capabilities are not detailed in the available information, Sobi's commitment to innovation suggests potential integration of advanced technologies in its research and development processes.

Leadership Team

Sobi's leadership team includes:

• Guido Oelkers: President and CEO since May 2017. Prior to joining Sobi, Oelkers was CEO of BSN Medical.

• Bo Jesper Hansen: Chairman of the Board. Specific details about his professional background are not provided in the available information.

Market Insights and Dynamics

The market for rare disease therapies is characterized by:

• Market Size and Growth Potential: The global rare disease market is expanding, driven by increasing awareness, advancements in biotechnology, and a growing focus on personalized medicine.

• Industry Trends: There is a trend towards developing specialized treatments for rare conditions, with companies investing in research and development to address unmet medical needs.

Competitor Analysis

Key competitors in the rare disease therapeutic space include:

• CSL Behring: A global leader in biotherapies for rare and serious diseases.

• Octapharma AG: Specializes in human proteins for the treatment of rare diseases.

• Grifols: A global healthcare company focusing on rare disease treatments.

• Vertex Pharmaceuticals: Known for its focus on rare diseases, particularly cystic fibrosis.

Strategic Collaborations and Partnerships

Sobi has engaged in several strategic collaborations:

• Apellis Pharmaceuticals: Partnership for the development and commercialization of Aspaveli (pegcetacoplan) for PNH. In July 2025, Sobi announced a capped royalty purchase agreement with Apellis, reducing its ex-U.S. royalty obligations for Aspaveli by 90% in exchange for $275 million upfront and up to $25 million in additional milestone payments.

• Ionis Pharmaceuticals: In March 2025, Sobi entered into a licensing agreement with Ionis Pharmaceuticals for the development of TRYNGOLZA® (olezarsen) for familial chylomicronemia syndrome (FCS).

Operational Insights

Sobi's operational strategy focuses on:

• Global Expansion: Strengthening its presence in key markets, including Europe, North America, and Asia.

• Product Diversification: Expanding its portfolio to include treatments for a broader range of rare diseases.

• Innovation: Investing in research and development to bring new therapies to market.

Strategic Opportunities and Future Directions

Sobi's strategic roadmap includes:

• Pipeline Expansion: Advancing existing pipeline candidates and exploring new therapeutic areas.

• Market Penetration: Enhancing market share in existing regions and entering new markets.

• Collaborations: Pursuing additional partnerships to leverage external expertise and resources.

Contact Information

• Official Website: sobi.com

• LinkedIn: Sobi on LinkedIn

• YouTube: Sobi on YouTube