Cosmo N.V. (CMOPF) Q2 2026 Earnings Call Transcript

Cosmo N.V. (CMOPF) Q2 2026 Earnings Call Transcript

Cosmo N.V. (CMOPF) Q2 2026 Earnings Call July 23, 2026 9:00 AM EDT

Company Participants

Giovanni Di Napoli - CEO & Director

Svetlana Sigalova - Chief Financial Officer

Conference Call Participants

Benjamin Jackson - Jefferies LLC, Research Division

Raghuram Selvaraju - H.C. Wainwright & Co, LLC, Research Division

Martial Descoutures - ODDO BHF Corporate & Markets, Research Division

Estelle Bétrisey - Joh. Berenberg, Gossler & Co. KG, Research Division

Nicolas Pauillac - Kepler Cheuvreux, Research Division

Presentation

Giovanni Di Napoli CEO & Director Good afternoon, everyone, and thank you for joining us today. I'm Gio Di Napoli, Chief Executive Officer of Cosmo, joined by our Chief Financial Officer, Svetlana Sigalova. This year, Cosmo marks 30 years anniversary. As the theme reflected, those 3 decades have been spent on a single discipline, translating rigorous science into medicines and technologies that improve patients' lives. Proprietary drug delivery platforms, approved therapies used by patients around the world, state-of-the-art manufacturing at our own production site, giving us end-to-end control from molecule to finished product and now artificial intelligence in the hands of physicians during real-time procedures. None of this happened by accident. It comes from a culture built to innovate and the people who have carried that culture for 30 years. This is what has taught us to advance on evidence and let the data lead, and it is exactly the foundation of confidence we carry into today. Let me walk you through it. Before we begin, the usual but important note on forward-looking statements. Everything we share today reflects our current beliefs and the information available to us now, and actual results may differ. I'd encourage you to review the disclaimer at your leisure. With that behind us, let's talk about the business now. Here is how we spend our time together. I'll start with our business and