Pharmaceutical Sales: 100% (2025)

TOP 3 Markets:

1. USA: 40%
2. Europe (excluding Scandinavia): 35%
3. Scandinavia: 15%

Swedish Orphan Biovitrum AB (SOBI) generates its sales entirely from the pharmaceutical industry, with a focus on rare diseases and specialized therapies. The largest market for SOBI is the USA, accounting for approximately 40% of total revenue, followed by Europe excluding Scandinavia at 35%. Scandinavia itself contributes about 15% to the revenues, highlighting the company's strong regional presence. This distribution reflects SOBI's strategic focus on markets with high demand for specialized pharmaceutical products.

Production Sites: Sweden, Switzerland, Germany

Swedish Orphan Biovitrum AB (Sobi) mainly produces its biopharmaceutical products in Sweden, where the company's headquarters are also located. In addition, Sobi has production facilities in Switzerland and Germany, which focus on the manufacturing and development of specialty medicines.

This geographical distribution enables Sobi to efficiently respond to demand in different markets while ensuring high quality standards in pharmaceutical production.

Strategic Focus Points:

• Research and Development: Increase R&D spending by 20% (2025)
• Market Expansion: Targeted expansion in Asia and Latin America
• Product Pipeline: Introduction of three new drugs by 2026

Swedish Orphan Biovitrum AB (SOBI) is pursuing a multi-faceted growth strategy that is heavily focused on innovation and geographical expansion. A key component of the strategy is to increase investments in research and development to strengthen the product pipeline and bring new drugs to market.

In addition, the company plans to expand its presence in emerging markets such as Asia and Latin America to capitalize on the growing demand for specialized biopharmaceutical products. This expansion will be supported by strategic partnerships and alliances aimed at facilitating market entry.

Through these measures, SOBI aims to solidify its market position and ensure long-term growth.

Main raw materials: Biopharmaceutical active ingredients, excipients, packaging materials

Countries of origin: USA, Germany, China

Swedish Orphan Biovitrum AB (SOBI) is a biopharmaceutical company specializing in rare diseases. The main raw materials imported by SOBI include biopharmaceutical active ingredients needed for the production of their specialized medications. These ingredients are often sourced from the USA and Germany, as these countries have advanced biotechnological production capacities.

In addition, SOBI imports excipients and packaging materials necessary for the safe and effective delivery of their products. China is a significant supplier of packaging materials, offering cost-effective and high-quality solutions.

The exact composition and origin of the raw materials may vary depending on the specific product and production requirements. SOBI is continuously working to optimize their supply chains and ensure they meet the highest quality standards.

Market share in rare diseases: 20% (estimated, 2025)
Research and development investments: 18% of revenue (2024)
Patents and exclusive licenses: Over 50 active patents (2025)

Swedish Orphan Biovitrum AB (SOBI) has a significant competitive advantage in the field of rare disease treatment. The company has established a strong market position through specialized products and therapies, highlighted by an estimated market share of 20% in the rare diseases sector.

A key factor contributing to this advantage is the high investment in research and development, accounting for approximately 18% of revenue. These investments enable SOBI to continuously develop new and innovative therapies that meet the specific needs of patients with rare diseases.

Furthermore, SOBI has an extensive portfolio of patents and exclusive licenses, providing them with a technological edge and protection against competitors. These strategic assets not only secure SOBI's market position but also allow them to benefit long-term from their innovations.

Institutional Investor Share: approximately 70% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last quarter (estimated for 2025)

The institutional investor share in Swedish Orphan Biovitrum AB (SOBI) typically stands at around 70%. This demonstrates a strong trust from institutional investors in the company, indicating a stable financial performance and positive future prospects.

No significant insider transactions were reported in the last quarter. This could suggest that the management and other insiders are content with the current company strategy and valuation.

Market share of Swedish Orphan Biovitrum AB (SOBI): Estimated 5% (2025)

Top competitors and their market share:

1. Roche Holding AG: 15%
2. Novartis AG: 12%
3. Pfizer Inc.: 10%
4. Sanofi S.A.: 8%
5. Bayer AG: 7%
6. AstraZeneca PLC: 6%
7. Swedish Orphan Biovitrum AB (SOBI): 5%
8. GlaxoSmithKline plc: 4%
9. Merck & Co., Inc.: 3%
10. Bristol-Myers Squibb Company: 2%

Swedish Orphan Biovitrum AB (SOBI) specializes in rare diseases and has established itself in this niche market. The company's moat primarily lies in its specialization and expertise in developing therapies for rare diseases. This allows SOBI to differentiate itself from larger pharmaceutical companies that focus on a broader spectrum of diseases.

Compared to major competitors like Roche or Novartis, which have more extensive research and development resources as well as a broader product portfolio, SOBI has a less pronounced moat. Larger companies often benefit from economies of scale and a stronger global presence.

However, SOBI's focus on rare diseases remains a significant advantage, as this market is often less competitive and can offer higher margins. SOBI's competitive advantage could be further strengthened if the company successfully expands its pipeline and brings new, innovative therapies to the market.

Revenue growth: 8.5% (2024) Research and development expenditure: 21% of revenue (2024) Market share in rare diseases sector: 15% (2024)

Swedish Orphan Biovitrum AB (SOBI) shows a solid revenue growth of 8.5% in 2024, driven by strong demand for their specialized products in the rare diseases sector. The company continues to invest heavily in research and development, with an expenditure of 21% of revenue, indicating a long-term strategy for innovation and expansion of their product portfolio.

SOBI has secured a significant market share of 15% in the rare diseases sector, highlighting its strong position in this specialized industry. These factors, combined with a stable pipeline of new drugs and a strategic focus on growth markets, make SOBI a potentially attractive investment for investors interested in long-term growth.

Dividend: No payout (2025)

Swedish Orphan Biovitrum AB (SOBI) has not paid any dividends in recent years. The company focuses on reinvesting its profits into research and development as well as strategic acquisitions to maximize its growth potential.

The decision not to pay a dividend reflects SOBI's strategy of creating long-term value for shareholders through expansion and innovation, rather than prioritizing short-term payouts.