ODI Pharma: Ready to Capitalize on Rapid Market Growth in Poland - Analyst Group

ODI Pharma AB:s (”ODI Pharma” or the ”Company”) latest quarter was affected by import restrictions in Poland, which has been resolved after the quarters end, as the Polish government nearly doubled the import quota for medical cannabis for 2025, driven by rapidly growing demand. As ODI Pharma is the exclusive supply partner to one of the leading pharmaceutical brands in Poland, the Company is expected to capitalize on this rapidly increasing demand. With estimated net sales of SEK 96m by 2025/2026, and with an applied P/S multiple of 2.5x, a potential present value per share of SEK 12.3 (17.4) is derived in a Base scenario.