Charlie [Unknown Last Name]'s questions to Grifols SA (GRFS) leadership • Q1 2025
Question
Charlie from Bank of America asked for the approximate revenue from the alpha-1 franchise, the potential risk from competitor Inhibrx-101, and how this competition is reflected in the company's mid-term guidance.
Answer
CEO Nacho Abia explained that Grifols does not disclose alpha-1 revenue separately but confirmed that the potential impact from Inhibrx-101 is already factored into the company's long-range plan as a worst-case scenario. President of Biopharma Roland Wandeler added that the overall alpha-1 market is expected to grow due to rising diagnosis rates, and Grifols' plan accounts for new entrants within this expanding market.