What investors should follow at Orion

Orion combines a growth-focused Innovative Medicines business with a portfolio of other businesses that provide resilience and stability.

Innovative Medicines – key growth driver

In the Innovative Medicines business, value is created particularly through research and development. From an investor’s perspective, it is important to follow the progress of the pipeline and related milestones.

1. New clinical trials

2. Progress of projects in the clinical pipeline and study results

- Phase 1 assesses the safety and tolerability of the drug candidate 

- Typically, Phase 1 studies are conducted in healthy volunteers. However, oncology is an exception, and participants in oncology trials are always actual patients. Thus, Orion Pharma’s phase 1 studies in oncology therapy area generate also initial efficacy data.

- Phase 2 studies the efficacy (in addition to tolerability and safety) of the drug candidate in a limited patient population (proof of concept)

- Phase 3 confirms efficacy and safety in a large patient population

3. Regulatory milestones, such as regulatory approvals

4. Partnerships and collaboration agreements

Branded Products, Generics and Consumer Health, Animal Health and Fermion – drivers of stability and cash flow

Branded Products, Generics and Consumer Health, Animal Health and Fermion businesses bring stability and predictable cash flow to Orion. 

All of these businesses are growth-oriented, and their growth rates largely reflect the dynamics of the products and markets in which they operate.

These businesses typically evolve steadily rather than through sudden step changes. Therefore, it is appropriate to assess their performance primarily in light of long-term trends and Orion’s strategic growth targets.

Growth and profitability in Branded Products, Generics and Consumer Health, and Animal Health business units are mainly driven by demand for the product portfolio and the competitive situation in the markets, continuous product launches and portfolio renewal, as well as the development of partnerships and geographical expansion.

Fermion business unit manufactures active pharmaceutical ingredients for Orion’s internal use, while also serving external customers. As internal demand and capacity allocation may vary over time, Fermion’s reported external net sales can fluctuate between periods.