Takeda Pharmaceutical Company Limited (TAK) Fiscal Year 2023 Earnings Call Transcript Summary
Takeda Pharmaceutical Company Limited (TAK) Fiscal Year 2023 Earnings Call Transcript Summary
The following is a summary of the Takeda Pharmaceutical Company Limited (TAK) Fiscal Year 2023 Earnings Call Transcript:
以下是武田制药有限公司（TAK）2023财年财报电话会议记录摘要：
Financial Performance:
财务业绩：
Takeda Pharmaceutical reported a 5.9% revenue growth of over ¥4.2 trillion for Fiscal Year 2023.
Core operating profit stood at ¥1,054.9 billion, a decline of 13.3% due to generic competition to VYVANSE and escalated investments in Research and Development (R&D) and Data, Digital, Technology.
Core Earnings Per Share (EPS) were reported at ¥484, indicating a 15.7% decrease year-over-year.
For Fiscal Year 2024, the company anticipates a decline in revenue by a low-single-digit percentage and a mid-30% to 40% decrease in Core Operating Profit considering the impact of generics on VYVANSE.
The projected figures for FY2024 include an expected Core Operating Profit decline of about 10%, a reported operating profit of ¥225 billion, and predicted Core EPS and reported EPS at ¥431 and ¥37 respectively.
To show commitment to shareholders and align with industry peers, Takeda has increased the dividend for the second consecutive year to ¥196 per share.
武田制药报告称，2023财年的收入增长了5.9％，超过4.2万亿日元。
核心营业利润为10.549亿日元，下降13.3％，这是由于VYVANSE的仿制药竞争以及对研发（R&D）和数据、数字、技术的投资升级。
每股核心收益（EPS）报告为484日元，同比下降15.7％。
考虑到仿制药对VYVANSE的影响，该公司预计，2024财年的收入将下降较低的个位数百分比，核心营业利润将下降-30％至40％。
FY2024 的预计数据包括预期的核心营业利润下降约10％，报告的营业利润为2,25亿日元，以及预计的核心每股收益和报告的每股收益分别为431日元和37日元。
为了表明对股东的承诺并与业内同行保持一致，武田连续第二年将股息提高至每股196日元。
Business Progress:
业务进展：
Takeda received approval for three new therapies in the US and expanded its portfolio with other key lifecycle management approvals, including the dengue vaccine now approved in over 20 countries.
Takeda initiated a significant efficiency program to invest in late-stage pipeline and new product launches.
The company made significant progress in cloud-based transition, moving all their applications and 96% of their data to the cloud.
In terms of research and development, two potential clinical therapies progressed into advanced development stages, but discontinuation of three Phase 2 Oncology programs was also announced.
Growth prospects for FY2024 include a double-digit growth expectation from Growth & Launch Products portfolio making up approximately half of the total company revenue and consistent double-digit growth from Immunoglobulin product of the Plasma-Derived Therapies (PDT) business.
Takeda has plans for strategic partnerships to enhance their vaccines development capability.
The company sets an ambitious growth target for ENTYVIO for FY2024 and expects a positive market response from the launch of ENTYVIO PEN in the US. Takeda also aims to extend its exclusivity for ENTYVIO until 2030 at the earliest.
TAK-279 and TAK-861, part of Takeda's pipeline, show promising progress with strong potentials in ongoing trials.
武田在美国获得了三种新疗法的批准，并通过其他关键生命周期管理批准扩大了其产品组合，包括现已在20多个国家批准的登革热疫苗。
武田启动了一项重大的效率计划，投资于后期产品线和新产品的发布。
该公司在基于云的过渡方面取得了重大进展，将所有应用程序和96％的数据迁移到了云端。
在研发方面，两种潜在的临床疗法已进入后期开发阶段，但还宣布停止三项2期肿瘤学项目。
FY2024 的增长前景包括占公司总收入一半的Growth & Launch Products产品组合的两位数增长预期，以及血浆衍生疗法（PDT）业务免疫球蛋白产品的持续两位数增长。
武田计划建立战略合作伙伴关系，以增强其疫苗开发能力。
该公司为 FY2024 的ENTYVIO设定了雄心勃勃的增长目标，并预计ENTYVIO PEN在美国的推出将带来积极的市场反响。武田还计划将其ENTYVIO的独家经营权最早延长至2030年。
作为武田研发项目的一部分，TAK-279 和 TAK-861 显示出令人鼓舞的进展，在正在进行的试验中潜力巨大。
More details: Takeda Pharmaceutical IR
更多详情： 武田制药 IR
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