Redeye comments on Oncopeptides' Q2 report. Sales amounted to SEK31.1m, an increase of 23 percent versus Q1 2026 and 62 percent versus Q2 2025. Germany and Italy carried the growth, while Spain improved late in the quarter despite an ongoing doctors' strike, and Greece contributed nothing after a budget-driven order pause. Operating expenses came in above our forecast on congress-related seasonality, though we see the topline beat as the more important signal. The Salus Group deal expands the addressable footprint into Central and Eastern Europe. Management now expects first contribution in 2027. Discussions for a licensing deal in Japan have been restarted. The Oncopeptides share screens as "fairly priced".
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