Moberg Pharma delivered a solid Q1 2026 report with sales exceeding expectations and a significantly stronger EBIT than forecast, driven by disciplined cost management and a one-off boost from FX gains. Beyond the financials, the investment case has been further bolstered by the strategic expansion of the Karo Healthcare agreement into the APAC region, adding 100m people to the addressable market. With market-leading positions in Sweden and Norway, the company is well-positioned for the upcoming multi-wave global rollout. Consequently, we have lifted our mid- to long-term sales estimates and increased our valuation to reflect this expanded commercial potential.
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