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Earnings Call Summary | Pfizer(PFE.US) Q1 2024 Earnings Conference

Earnings Call Summary | Pfizer(PFE.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 輝瑞 (PFE.US) 2024 年第一季度業績會議
富途資訊 ·  05/02 11:01  · 電話會議

The following is a summary of the Pfizer Inc. (PFE) Q1 2024 Earnings Call Transcript:

以下是輝瑞公司(PFE)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Pfizer reported Q1 revenue of $14.9 billion, indicating an operational decline of 19% due to lower demand for certain products but saw an 11% operational revenue growth when removing revenue from Comirnaty and Paxlovid.

  • The company's adjusted gross margin improved by 530 basis points to 79.6%, keeping the company on track to deliver $4 billion net cost savings by year's end.

  • Pfizer's adjusted diluted EPS was $0.82, surpassed expectations due to robust gross margin performance and cost management.

  • They raised the full-year adjusted diluted EPS guidance range for 2024 by $0.10 to between $2.15 and $2.35, while top-line revenue expectations remain unchanged, expected to range between $58.5 billion and $61.5 billion.

  • 輝瑞公佈的第一季度收入爲149億美元,這表明由於對某些產品的需求減少,運營下降了19%,但在取消Comirnaty和Paxlovid的收入後,營業收入增長了11%。

  • 該公司調整後的毛利率提高了530個點子至79.6%,這使該公司有望在年底之前實現40億美元的淨成本節約。

  • 輝瑞調整後的攤薄後每股收益爲0.82美元,超出預期,這要歸因於強勁的毛利率表現和成本管理。

  • 他們將2024年全年調整後的攤薄每股收益指導區間上調了0.10美元,至2.15美元至2.35美元之間,而收入預期保持不變,預計在585億美元至615億美元之間。

Business Progress:

業務進展:

  • Pfizer's strategic priorities showed progress, including strong growth in oncology revenues due to the acquisition of Seagen's in-line products and growth of new products.

  • The company made significant strides with the U.S. FDA gene therapy approval of Beqvez for adults with hemophilia B.

  • Pfizer awaits FDA approval for Marstacimab, another potential treatment for hemophilia B, by the end of the year, and reported positive results from Phase 3 trials of Abrysvo for adults aged 18 to 59.

  • The company continues to grow existing portfolios and invest in new potential products like Nurtec, Oxbryta, and Velsipity, while aiming to deliver $4 billion of net savings through their cost realignment program.

  • Pfizer expects gross margins to remain around the 70% mark for 2024, with significant impacts on gross margin improvements expected in late 2024 and beyond.

  • The company achieved milestones in vaccine development, including approvals for pediatric Prevnar 20, transitioning into commercial model for Paxlovid, and investing in mRNA technologies to introduce a combined COVID/Flu vaccine.

  • Pfizer intends to continue to support and grow its dividend over time, with ongoing commitment to strengthening their balance sheet.

  • 輝瑞的戰略優先事項取得了進展,包括收購西根在線產品導致的腫瘤學收入的強勁增長以及新產品的增長。

  • 隨着美國食品藥品管理局批准Beqvez用於成人乙型血友病的基因療法,該公司取得了長足的進步

  • 輝瑞正在等待美國食品藥品管理局在年底之前批准另一種潛在的乙型血友病治療藥物Marstacimab,並報告了針對18至59歲成人的Abrysvo的3期試驗的陽性結果。

  • 該公司繼續擴大現有投資組合,投資於Nurtec、Oxbryta和Velsipity等新的潛在產品,同時目標是通過其成本調整計劃淨節省40億美元。

  • 輝瑞預計,2024年的毛利率將保持在70%左右,這將對2024年底及以後的毛利率提高產生重大影響。

  • 該公司在疫苗開發方面取得了里程碑式的進展,包括兒童Prevnar 20獲得批准,Paxlovid過渡到商業模式,以及投資mRNA技術以推出COVID/流感聯合疫苗。

  • 輝瑞打算繼續支持並隨着時間的推移增加其股息,並持續致力於加強其資產負債表。

More details: Pfizer IR

更多詳情: 輝瑞紅外線

Tips: 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: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。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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