Sobi Targets SEK 55B Revenue by 2030
What happened
Swedish Orphan Biovitrum (Sobi) announced an ambitious new mid-term outlook during its Capital Markets Day. The company is aiming to achieve SEK 55 billion in revenue by 2030 while building a resilient platform for future growth.
Why it matters
- The new target of SEK 55 billion by 2030 represents a near doubling of the company's full-year 2025 revenue, which was approximately SEK 28.2 billion. That 2025 revenue marked a 15% increase at constant exchange rates over 2024. - Growth has been propelled by a strategic portfolio of newer therapies, which grew by 37% in the fourth quarter of 2025 and now accounts for 65% of total revenues. Key drivers include the haemophilia A treatment Altuvoct and Doptelet, a therapy for immune thrombocytopenia (ITP). - A significant part of the growth strategy involves acquisitions, highlighted by the recent agreement to acquire Arthrosi Therapeutics for up to $1.5 billion. The deal brings in pozdeutinurad, a late-stage, next-generation oral URAT1 inhibitor for gout. - Pozdeutinurad is currently in two global Phase 3 clinical studies, with pivotal data expected in 2026. Sobi executives stated the asset has the potential to materially accelerate growth into the mid-2030s. - The company's core therapeutic areas are Haematology, Immunology, and Specialty Care. The pipeline also includes expanding indications for drugs like Aspaveli (pegcetacoplan) for rare kidney diseases and Gamifant (emapalumab). - For 2026, the company forecasts more moderate revenue growth in the low double-digit percentage range, with an adjusted EBITA margin anticipated to be in the mid-30s, following a margin of approximately 40% in 2025.
Key numbers
- The company is aiming to achieve SEK 55 billion in revenue by 2030 while building a resilient platform for future growth.
- - The new target of SEK 55 billion by 2030 represents a near doubling of the company's full-year 2025 revenue, which was approximately SEK 28.2 billion.
- That 2025 revenue marked a 15% increase at constant exchange rates over 2024.
- Growth has been propelled by a strategic portfolio of newer therapies, which grew by 37% in the fourth quarter of 2025 and now accounts for 65% of total revenues.
What happens next
- The new target of SEK 55 billion by 2030 represents a near doubling of the company's full-year 2025 revenue, which was approximately SEK 28.2 billion.
- The deal brings in pozdeutinurad, a late-stage, next-generation oral URAT1 inhibitor for gout.
- Pozdeutinurad is currently in two global Phase 3 clinical studies, with pivotal data expected in 2026.
Quick answers
What happened in Sobi Targets SEK 55B Revenue by 2030?
Swedish Orphan Biovitrum (Sobi) announced an ambitious new mid-term outlook during its Capital Markets Day. The company is aiming to achieve SEK 55 billion in revenue by 2030 while building a resilient platform for future growth.
Why does Sobi Targets SEK 55B Revenue by 2030 matter?
The new target of SEK 55 billion by 2030 represents a near doubling of the company's full-year 2025 revenue, which was approximately SEK 28.2 billion. That 2025 revenue marked a 15% increase at constant exchange rates over 2024. Growth has been propelled by a strategic portfolio of newer therapies, which grew by 37% in the fourth quarter of 2025 and now accounts for 65% of total revenues. Key drivers include the haemophilia A treatment Altuvoct and Doptelet, a therapy for immune thrombocytopenia (ITP). A significant part of the growth strategy involves acquisitions, highlighted by the recent agreement to acquire Arthrosi Therapeutics for up to $1.5 billion. The deal brings in pozdeutinurad, a late-stage, next-generation oral URAT1 inhibitor for gout. Pozdeutinurad is currently in two global Phase 3 clinical studies, with pivotal data expected in 2026. Sobi executives stated the asset has the potential to materially accelerate growth into the mid-2030s. The company's core therapeutic areas are Haematology, Immunology, and Specialty Care. The pipeline also includes expanding indications for drugs like Aspaveli (pegcetacoplan) for rare kidney diseases and Gamifant (emapalumab). For 2026, the company forecasts more moderate revenue growth in the low double-digit percentage range, with an adjusted EBITA margin anticipated to be in the mid-30s, following a margin of approximately 40% in 2025.
