Aker BioMarine has signed its first commercial sales contract for Lysoveta, worth USD 4 million, according to a note published by Arctic Securities on 6 May 2026.
Arctic Securities maintains a Buy recommendation on the stock with a target price of NOK 115.0, against a current share price of NOK 99.8.
Arctic Securities estimates Aker BioMarine’s Human Health Ingredients (HHI) segment will grow revenues from USD 118 million in 2025 to USD 139 million in 2026 — a USD 21 million increase. HHI grew USD 5.8 million in Q1, leaving USD 15 million of required growth across Q2–Q4.
The USD 4 million Lysoveta contract reduces the remaining burden on Superba to USD 11 million, which Arctic Securities describes as “highly achievable given the solid underlying growth shown over the past year.”
Lysoveta uses LPC-bound omega-3 technology, in which EPA and DHA are bound to lysophosphatidylcholine. This binding mechanism allows the fatty acids to cross the blood-brain barrier more efficiently than standard phospholipid- or triglyceride-bound omega-3s. The product targets brain health and cognitive aging, rather than general wellness, and carries a substantially higher shelf price than Superba.
Aker BioMarine has developed Lysoveta over several years. Arctic Securities said the contract also supports growth expectations into 2027 and beyond as commercial uptake builds.