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Orexo (ORX) investor relations material
Orexo Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary23 Dec, 2025
Transaction overview
Divested U.S. rights to Zubsolv to Dexcel Pharma for $91 million, plus $4-5 million for inventory and potential earn-out up to $16.8 million based on 2026–2027 sales.
Dexcel assumes manufacturing, supply, and commercialization of Zubsolv in the U.S.; transition support and employee transfer opportunities provided.
Deal closing expected by January 31, subject to customary conditions, with transition phase including reimbursement for support services.
$3 million held in escrow to cover product returns and related obligations.
Most U.S. employees offered positions at Dexcel, ensuring continuity for Zubsolv customers.
Financial and operational impact
Proceeds will be used to redeem the corporate bond maturing in March 2028, making the company debt-free and ending interest payments.
Zubsolv U.S. net sales for the last four quarters were $49 million, with EBIT of $17 million.
Transaction expenses include advisor costs and U.S. business restructuring.
Contingent payments depend on sales performance; expectation is to achieve at least half of the maximum.
No significant new liabilities expected beyond standard provisions for rebates and returns.
Strategic and pipeline focus
Enables increased focus and investment in proprietary AmorphOX technology and pipeline products, including OX124, OX640, OX390, OX472, and Izipry.
OX124 to be resubmitted to FDA in summer; plan to partner post-approval.
OX640 pivotal study to start late in the second half of the year, with global partnering efforts ongoing.
OX390 development continues in partnership with BARDA, with up to $51 million in funding.
AmorphOX platform validated in clinical studies, offering rapid and extensive drug exposure.
AmorphOX biomolecule expansion strategy
Impact of Zubsolv divestment on Orexo's cash flow?
Orexo US Inc.'s post-divestment strategic focus?
What Zubsolv sales growth triggers full earn-out?
IZIPRY partnering strategy post-divestment?
Future role of the streamlined Orexo U.S. office?
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Frequently asked questions
Orexo AB, a specialty pharmaceutical company, develops and commercializes pharmaceuticals and digital therapies in the United States. The Company's strategy is to focus on developing products that reduce the risk of opioid dependence, misuse and accidental ingestion by chronic pain patients in need of effective pain management for long-lasting pain, who have been historically underserved. Furthermore, the company is differentiated by their scientifically-validated medications that treat lower urinary tract symptoms due to benign prostatic hyperplasia (BPH). The company's mission is to improve the lives of patients through acquisition, development and commercialization of new therapies as quickly as possible, with a focus on digital health technologies to rapidly deliver greater access to leading edge therapies.
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