Replay: Corp. Access: IPN C-Suite CEO call: Gradual Soma Gx erosion, strong ex-Soma growth; pipeline/BD optionality next

Research evidence excerpt

Replay: Corp. Access: IPN C-Suite CEO call: Gradual Soma Gx erosion, strong ex-Soma growth; pipeline/BD optionality next

Equity Research

23 June 2026

Replay: Corp. Access

IPN C-Suite CEO call: Gradual

Soma Gx erosion, strong ex-Soma

growth; pipeline/BD optionality European Pharmaceuticals,

Biotechnology & Life Sciences

Yihan Li, PhDnext

+44 (0)20 3555 3563

yihan.li@barclays.comCEO David Loew struck a confident tone on 2026 and mid-

Barclays, UK

term outlook, highlighting a more diversified growth base

James Gordon

beyond Soma (with gradual Gx erosion expected from Q3). +44 (0)20 7116 2784

Key focus now shifts to upcoming P3 readouts in H2'26 across james.gordon@barclays.com

Iqirvo ELSPIRE PBC, Bylvay BOLD BA and Dysport C/E-BEOND Sidhartha Modi

migraine. +91 (0)22 6175 1326

sidhartha.modi@barclays.com

Charles Pitman-King, CFA Please see below replay information for the event held on

Thursday, 18 June 2026 at 11:30am – 12:30pm UTC +44 (0)20 3134 6023

charles.pitman-king@barclays.com

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