Earnings Call Summary | ASTELLAS PHARMA(ALPMF.US) Q4 2023 Earnings Conference
Earnings Call Summary | ASTELLAS PHARMA(ALPMF.US) Q4 2023 Earnings Conference
The following is a summary of the Astellas Pharma Inc. (ALPMF) Q4 2023 Earnings Call Transcript:
以下是安斯泰来制药公司（ALPMF）2023年第四季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
Astellas reported a year-on-year revenue of JPY1,603.7 billion, marking an increase of 5.6% and achieving 102.7% of the full year forecast.
The core operating profit stood at JPY184.6 billion, a 35.6% drop owing to factors such as the Iveric Bio acquisition.
Profits fell to JPY17 billion, down 82.7% year-on-year, and the operating profit slumped by 80.8% to JPY25.5 billion.
The sales of XTANDI, PADCEV, XOSPATA, and VEOZAH boosted the yearly revenue.
For FY '24, Astellas expects revenue of JPY1.650 trillion, up JPY46.3 billion year-on-year, with PADCEV, VEOZAH, and IZERVAY as the chief contributors.
SG&A expenses are estimated to be JPY757 billion, while R&D expenses are projected to be JPY317 billion.
Core operating income forecasted to be JPY250 billion, a decrease of JPY26.9 billion year-on-year with a core operating margin of 15.2%.
安斯泰来公布的收入同比为16,037亿日元，增长了5.6％，实现了全年预期的102.7％。
核心营业利润为1,846亿日元，下降35.6％，这要归因于收购Iveric Bio等因素。
利润降至 JPY17 亿美元，同比下降82.7％，营业利润下降80.8％，至255亿日元。
XTANDI、PADCEV、XOSPATA和VEOZAH的销售提高了年收入。
安斯泰来预计，24财年的收入为1.650万亿日元，同比增长463亿日元，其中PADCEV、VEOZAH和IZERVAY是主要贡献者。
销售和收购费用估计为 JPY757 亿美元，而研发费用预计为 JPY317 亿美元。
核心营业收入预计为 JPY250 亿日元，同比减少269亿日元，核心营业利润率为15.2％。
Business Progress:
业务进展：
Astellas achieved major milestones in FY 2023 with product launches and approvals such as PADCEV, VEOZAH, IZERVAY, and Iveric Bio.
Multiple pivotal studies for regulatory submission and clinical trials were initiated in programs like BlueStar, AS2016, and ASP2802.
The company projects a sizeable increase in PADCEV sales to JPY151.2 billion, indicating growth potential for FY 2024.
VEOZAH is forecasted to show a linear demand growth, with a predicted revenue of JPY28.3 billion in FY '24.
Anticipated key events in FY '24 include regulatory decisions for XTANDI, PADCEV, and VYLOY.
Astellas is strategizing to counter risk factors such as the entry of mirabegron generics and aims for over JPY500 billion in sales from strategic products by FY '25.
Despite hurdles in certain primary focus projects, company growth intends to be fueled with the acquisition of IZERVA (Iveric Bio).
Initiatives in immuno-oncology, targeted protein degradation, and line extension studies are in progress.
The company aims to expand the indication of Vyloy in treating pancreatic cancer and welcomed more than 50% of the U.S market share for Padcev's primary application.
Lastly, Astellas intends to continue DTC promotion activities for VEOZAH due to slower-than-anticipated demand creation.
安斯泰来通过PADCEV、VEOZAH、IZERVAY和Iveric Bio等产品的发布和批准，在2023财年实现了重要的里程碑。
在BlueStar、AS2016 和 ASP2802 等项目中，启动了多项用于监管申报和临床试验的关键研究。
该公司预计，PADCEV的销售额将大幅增长至1512亿日元，这表明2024财年的增长潜力。
预计VEOZAH的需求将呈线性增长，预计24财年的收入为283亿日元。
24财年的预期关键事件包括XTANDI、PADCEV和VYLOY的监管决策。
安斯泰来正在制定战略，以应对诸如米拉贝隆仿制药进入等风险因素，目标是到25财年战略产品的销售额超过JPY500 亿美元。
尽管某些主要重点项目存在障碍，但收购IZERVA（Iveric Bio）仍有意推动公司的增长。
免疫肿瘤学、靶向蛋白降解和延线研究方面的举措正在进行中。
该公司旨在扩大Vyloy在胰腺癌治疗中的适应症，并欢迎Padcev的主要应用占美国市场份额的50％以上。
最后，由于需求创造的速度慢于预期，安斯泰来打算继续为VEOZAH开展DTC促销活动。
More details: ASTELLAS PHARMA IR
更多详情： 安斯泰来制药 IR
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