Swedish Orphan Biovitrum : 30 October - Q3 2023 report

Strong revenue and solid performance

Sobi Q3 2023 results

Conference call for

investors and analysts

30 October 2023

Forward-looking statements

This presentation contains certain forward-looking statements with respect to certain of the Company's current expectations and projections about future events. These statements, which sometimes use words such as "intend," "proposed," "plan," "expect," and words of similar meaning, reflect management's beliefs and expectations and involve a number of risks, uncertainties and assumptions that could cause actual results and performance to differ materially from any expected future results or performance expressed or implied by the forward-looking statement. Statements contained in this presentation regarding past trends or activities should not be taken as a representation that such trends or activities will continue in the future. The information contained in this presentation is subject to change without notice and, except as required by applicable law, the Company does not assume any responsibility or obligation to update publicly or review any of the forward-looking statements contained in it. You should not place undue reliance on forward-looking statements, which speak only as at the date of this presentation.

2

Agenda

Business update

Financials

R&D Pipeline

Summary and Q&A

Guido Oelkers, Chief Executive Officer

Henrik Stenqvist, Chief Financial Officer

Lydia Abad-Franch, Head of R&D and CMO

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Successfully delivering on the strategy

Q3 2023 highlights

Significant growth

Q3 revenue SEK 5,168 M, up +29%, +23% at CER

YTD revenue SEK 15,280 M, up +19%, +11% at CER

Steady base and expanded position

Stable growth of Elocta® 4% YTD1 and Alprolix® 8% YTD1 Growing contribution from launch medicines

Vonjo® sales SEK 347 M and Beyfortus™ royalties SEK 263 M

Key milestones for late-stage pipeline

Efanesoctocog alfa: First patient	Doptelet: fully enrolled studies for
in FREEDOM phase 3B study	Japan ITP & paediatric indication
Pegcetacoplan: Positive phase 2	Nirsevimab: FDA approved
data in CG3 and IC-MPGN

Unchanged guidance

High single-digit revenue growth

EBITA margin adjusted low 30s

Sobi strategy

Lead in

Haematology

Capture the value of the pipeline

Grow Immunology

and Specialty Care

Go Global

1. Change at constant exchange rates

4

Continuing momentum on CTI and Vonjo

Fully subscribed	Strong	Smooth
rights issue	sales	integration

SEK 6bn	Q3: SEK 347M	Maximising Vonjo's
	+13% quarter-on-quarter	potential and synergies
	beyond cost savings

5

Business growth at CER of 23%

Strong performance in both Haematology and Immunology for our launch medicines YTD: +15% at CER, excluding Covid-19 effect for Kineret and Doptelet partnering in China

Revenue by segment		Revenue by region

	Q3 '23	change	YTD '23	change	contrib.
	SEK M	%	SEK M	%	%
Haematology	3,484	+25	9,729	+25	67

	Q3 '23	change	YTD '23	change	contrib.
	SEK M	%	SEK M	%	%
Europe	2,088	0	6,279	+4	39

- Haemophilia	2,207	+9	6,311	+4	41		North America	1,782	+27	5,554	+13	35
Immunology	1,400	+27	4,730	+9	31		International	619	+73	1,412	+23	12
Specialty Care	284	-14	821	-20	5		Other	680	+79	1,412	+23	14
Total	5,168	+23	15,280	+11	100		Total	5,168	+23	15,280	+11	100

Revenue at actual exchange rates; change at constant exchange rates (by segment and geographic area). International region previously called rest of the world.	6

Growth driven along two vectors -

Pipeline/Launch medicines and geography

Share of realized potential for illustration purposes	7
Share of yet to achieve potential for illustration purposes	Note: This is a schematic chart for illustration purposes only on the basis of current sales

Sobi's launch medicines drives 89% of YTD growth

Growth Q3 YTD, SEK M at CER

+243

+2,038

Elocta Kineret Alprolix

Launch medicines

Zynlonta Efa Beyfortus	Aspaveli/	Vonjo	Gamifant	Doptelet
	Empaveli

Strong momentum for further growth

8

Doptelet excluding China. Kineret excluding Covid-19 effect. Only products with positive growth included.

Haematology: Continued stable haemophilia growth with revenues YTD +4%

Elocta®

+9% Q3

+4% YTD

Elocta

• Patient growth overcompensating pricing
• Geographical expansion
• Favourable phasing
• Alprolix:
• Patient growth overcompensating pricing
• Favourable phasing in Middle East

Alprolix®

+8% Q3

+8% YTD

Sales in SEK million at actual exchange rates; change at constant exchange rates.

9

Sales in SEK million at actual exchange rates; change at constant exchange rates.

Haematology: Doptelet up 15% (+57% excluding China). Increased US uptake, launches in Europe and International

Doptelet
+15% Q3
+21% YTD
,		,
,		,
8		,
		,8
		,
uarterly x China	uarterly China
rolling ex China	Tot	rolling

• US: positive evolution of new patients, new prescribers, higher market share
  and duration of treatment
• Europe: accelerated growth in Europe and International
• Expect to carry forward
  a positive trend. Japan CLD launch planned for Q4

Sales in SEK million at actual exchange rates; change at constant	10
exchange rates.