Gubra is a pharmaceutical company. The company's operations are focused on the early stages of drug development. They primarily conduct research and development in the area of metabolic and fibrotic diseases. The company's product portfolio includes several brands and drugs, and the operations are conducted on a global level, with the largest presence in North America and the Nordic region. The headquarters are located in Hørsholm, Denmark.
We have updated our One-pager investment case on Gubra to reflect the Q1 2026 trading statement, the revised CRO guidance, and the clinical newsflow across the pipeline. The quarter has incrementally strengthened the D&P-driven equity value case, while the CRO downgrade has only a limited impact on our valuation framework given the segment's modest share of total enterprise value.
Gubra tiedotti tänään, että sen kumppani Boehringer Ingelheim suunnittelee aloittavansa BI 3034701:n vaiheen 2 kehitystyön vuoden 2026 puolivälissä. BI 3034701 on potentiaalinen luokkansa ensimmäinen kolmois-GLP-1-, GIP- ja NPY2-reseptoriagonisti-peptidi lihavuuden hoitoon, ja se on peräisin Gubran peptidien löytämisalustalta. Lisäksi edistysaskel vahvistaa Gubran alustan ominaisuuksia – erityisesti sen kykyä kehittää erottuvia, luokkansa ensimmäisiä peptidiehdokkaita lihavuuden hoitoon, jotka houkuttelevat jatkuvia kehitysinvestointeja huippuluokan lääkekumppaneilta.
In connection with AbbVie reporting positive topline results from a Phase 1 trial for ABBV-295, Gubra’s out-licensed long-acting amylin analogue, we hosted a live event with CFO Kristian Borbos and IR & Strategy Lead Emma Jappe Lange from Gubra.
On the 9th of March AbbVie reported positive topline results from the multiple ascending dose (MAD) portion of the Phase 1 trial for ABBV-295, Gubra’s out-licensed long-acting amylin analog.
AbbVie today reported positive topline results from the multiple ascending dose (MAD) portion of the Phase 1 trial for ABBV-295, Gubra's out-licensed long-acting amylin analog.
The study demonstrated dose-dependent weight loss ranging from -7.75% to -9.79% at week 12 for weekly dosing cohorts, and -7.86% to -9.73% at week 13 for less frequent dosing regimens (every other week and monthly after week 5), compared to approximately -0.25% for placebo.
2025 was a pivotal year for Gubra, with revenue of DKK 2.6bn and operating profit of DKK 2.2bn, driven by the landmark out-licensing agreement with AbbVie for the long-acting amylin analogue ABBV-295, with USD 350m in upfront payment, and DKK 1.1bn well-positioned to drive further development
2025 also marked the beginning of a broader transformation evolving from an obesity-focused biotech into a broader, more diversified life science company, with the new Ventures unit set to incubate focused companies in therapeutic areas beyond the core pipeline, with the first venture planned for H2 2026. The company has announced ambitions to establish new flagship therapeutic areas beyond obesity by 2030, and the CRO platform is expanding into new service areas, including sarcopenia and women’s health.
Gubra julkaisi tämän aamun tilinpäätöksensä vuodelta 2025, korostaen ennätysvuottaan, jota vauhditti sen suuri kumppanuussopimus AbbVien kanssa ABBV-295-amyliinipohjaisesta liikalihavuusehdokkaasta. Maaliskuussa 2025 solmittu sopimus sisältää 350 miljoonan dollarin ennakkomaksun, jopa 1,85 miljardin dollarin etappimaksut ja jatkuvat rojaltit Gubralle.
Gubra this morning announced its obesity candidate GUB-UCN2 entering the clinical phase — one of the most important catalysts for the investment case in 2026.
