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The portfolio's return was 5.34% (net) for the reporting period. We initiated the following positions: Birkenstock Holding, Dormakaba, Hiab, Reply, SATS Ltd., and Scout24. We eliminated the following positions: Grifols Cl B ADR and Sopra Steria Group.
Grifols, S.A. (GIKLY) Q2 2026 Earnings Call Transcript
First-quarter results were broadly in line with expectations, supported by strong growth in the Biopharma division, particularly immunoglobulins, where products such as Gamunex and Yimmugo continue to outperform. Grifols successfully refinanced all 2027 debt maturities ahead of schedule, extending maturities, lowering funding costs, and reducing refinancing risk. Lower plasma collection costs (with the Egyptian plasma platform), optimization of the U.S. collection network, and continued Biotest integration are expected to support sustainable margin expansion.
BARCELONA, Spain, June 15, 2026 (GLOBE NEWSWIRE) -- Grifols (MCE:GRF, MCE:GRF.P, NASDAQ:GRFS), a global healthcare company and leading producer of plasma-derived medicines, today announced the U.S. launch of its new fibrinogen concentrate. Approved by the U.S. Food and Drug Administration in December for the treatment of acute bleeding episodes in pediatric and adult patients with congenital fibrinogen deficiency (CFD), including hypo- or afibrinogenemia, FESILTY™ (fibrinogen, human-chmt) is now available in the U.S. FESILTY is not indicated for dysfibrinogenemia.
Grifols, S.A. (GIKLY) Q1 2026 Earnings Call Transcript