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Earnings Call Summary | Ionis Pharmaceuticals(IONS.US) Q1 2024 Earnings Conference

Earnings Call Summary | Ionis Pharmaceuticals(IONS.US) Q1 2024 Earnings Conference

财报电话会议摘要 | 爱奥尼斯制药 (IONS.US) 2024 年第一季度财报会议
moomoo AI ·  05/07 21:24  · 电话会议

The following is a summary of the Ionis Pharmaceuticals, Inc. (IONS) Q1 2024 Earnings Call Transcript:

以下是爱奥尼斯制药公司(IONS)2024年第一季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • Ionis Pharmaceuticals reported first-quarter revenues of $119 million, half of which came from commercial products such as SPINRAZA and WAINUA.

  • Non-GAAP operating expenses increased year-over-year due to investment in growth opportunities.

  • Cash and investments totaled $2.2 billion at end of quarter.

  • Revenue growth potential is supported by a rich pipeline, substantial royalty revenue, and milestone potentials from partnered programs.

  • 爱奥尼斯制药公布的第一季度收入为1.19亿美元,其中一半来自SPINRAZA和WAINUA等商业产品。

  • 由于对增长机会的投资,非公认会计准则的运营支出同比增加。

  • 截至本季度末,现金和投资总额为22亿美元。

  • 丰富的渠道、可观的特许权使用费收入以及合作计划的里程碑潜力为收入增长潜力提供了支持。

Business Progress:

业务进展:

  • Key advancements include U.S. launch of WAINUA and the preparation for the launch of olezarsen and donidalorsen.

  • Submission of NDA for olezarsen expected to receive U.S. approval by year-end.

  • ION224 made progress by meeting primary and key secondary endpoints in Phase 2 trial for NASH and will be licensed out.

  • Multiple products in pipeline including zilganersen, pelacarsen, bepirovirsen, and ALS drug ION541 aiming to provide strong future revenue growth.

  • Ongoing trials including the CARDIO-TTRansform trial for TTR cardiomyopathy expected to complete by mid-2026 and Phase II trial for DGAT2 inhibitor in patients with NASH demonstrating reductions in liver fat, inflammation, and fibrosis.

  • Continuation of Phase 2 study for sapablursen for treatment of polycythemia vera with preliminary data indicating efficacy.

  • 主要进展包括美国发射WAINUA以及为发射olezarsen和donidalorsen做准备。

  • Olezarsen的保密协议预计将在年底前获得美国的批准。

  • ION224 在 NASH 第 2 阶段试验中通过满足主要和关键次要终点而取得了进展,并将获得许可。

  • 包括zilganersen、pelacarsen、bepirovirsen和ALS药物 ION541 在内的多种产品正在研发中,旨在提供强劲的未来收入增长。

  • 正在进行的试验包括预计将于2026年中期完成的针对TTR心肌病的Cardio-TTransform试验,以及针对NASH患者的 DGAT2 抑制剂的二期试验,显示肝脂肪、炎症和纤维化有所减少。

  • 继续进行用于治疗真性红细胞增多症的sapablursen的2期研究,初步数据表明疗效。

更多详情: 爱奥尼斯制药 IR

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