BioArctic AB (publ) (OTCPK:BRCTF) Q3 2025 Earnings Call November 13, 2025 3:30 AM EST Company Participants Gunilla Osswald - President & CEO Johanna Fälting - Chief R&D Officer and Head of Research & Development Anna-Kaija Gronblad - Chief Commercial Officer & Head of Commercial Operations Anders Martin-Lof - Chief Financial Officer Oskar Bosson - VP and Head of IR & Communication Conference Call Participants Joseph Hedden - Rx Securities Limited, Research Division Suzanna Queckbörner - Handelsbanken Capital Markets AB, Research Division Natalia Webster - RBC Capital Markets, Research Division Viktor Sundberg - Nordea Markets, Research Division Sebastiaan van der Schoot - Kempen & Co. N.V., Research Division Presentation Operator Welcome to BioArctic Q3 Report 2025.
BioArctic's Leqembi, the first FDA-approved Alzheimer's drug, faces EMA rejection but could see a stock surge with a positive reexamination decision in November. Despite the EMA setback, BioArctic's strong market position with its potential blockbuster drug makes it a compelling investment opportunity. Leqembi's explosive growth and potential royalties, alongside BioArctic's promising pipeline, highlight significant long-term upside despite current market volatility.