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:
以下是武田製藥有限公司（TAK）2023財年業績電話會議記錄摘要：
Financial Performance:
財務業績：
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.
武田製藥報告稱，2023財年的收入增長了5.9％，超過4.2萬億日元。
核心營業利潤爲10.549億日元，下降13.3％，這是由於VYVANSE的仿製藥競爭以及對研發（R&D）和數據、數字、技術的投資升級。
每股核心收益（EPS）報告爲484日元，同比下降15.7％。
考慮到仿製藥對VYVANSE的影響，該公司預計，2024財年的收入將下降較低的個位數百分比，核心營業利潤將下降-30％至40％。
FY2024 的預計數據包括預期的核心營業利潤下降約10％，報告的營業利潤爲2,25億日元，以及預計的核心每股收益和報告的每股收益分別爲431日元和37日元。
爲了表明對股東的承諾並與業內同行保持一致，武田連續第二年將股息提高至每股196日元。
Business Progress:
業務進展：
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.
武田在美國獲得了三種新療法的批准，並通過其他關鍵生命週期管理批准擴大了其產品組合，包括現已在20多個國家批准的登革熱疫苗。
武田啓動了一項重大的效率計劃，投資於後期產品線和新產品的發佈。
該公司在基於雲的過渡方面取得了重大進展，將所有應用程序和96％的數據遷移到了雲端。
在研發方面，兩種潛在的臨床療法已進入後期開發階段，但還宣佈停止三項2期腫瘤學項目。
FY2024 的增長前景包括佔公司總收入一半的Growth & Launch Products產品組合的兩位數增長預期，以及血漿衍生療法（PDT）業務免疫球蛋白產品的持續兩位數增長。
武田計劃建立戰略合作伙伴關係，以增強其疫苗開發能力。
該公司爲 FY2024 的ENTYVIO設定了雄心勃勃的增長目標，並預計ENTYVIO PEN在美國的推出將帶來積極的市場反響。武田還計劃將其ENTYVIO的獨家經營權最早延長至2030年。
作爲武田研發項目的一部分，TAK-279 和 TAK-861 顯示出令人鼓舞的進展，在正在進行的試驗中潛力巨大。
More details: Takeda Pharmaceutical IR
更多詳情： 武田製藥 IR
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由 AI 生成。無法完全保證內容的準確性。欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。