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Earnings Call Summary | DAIICHI SANKYO COMPANY LIMITED(DSKYF.US) Q4 2023 Earnings Conference

Earnings Call Summary | DAIICHI SANKYO COMPANY LIMITED(DSKYF.US) Q4 2023 Earnings Conference

業績電話會議摘要 | 第一三共株式會社 (DSKYF.US) 2023 年第四季度業績發佈會
富途資訊 ·  04/27 00:55  · 電話會議

The following is a summary of the Daiichi Sankyo Company, Limited (DSKYF) Q4 2023 Earnings Call Transcript:

以下是第一三共有限公司(DSKYF)2023年第四季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Daiichi Sankyo's FY 2023 revenue increased 25.3% year-on-year to ¥1.6017 trillion, led by its oncology business.

  • Core operating income grew 59.3% year-on-year to ¥195.3 billion, operating income increased by 75.5% to ¥211.6 billion, and net income rose by 83.8% to ¥207 billion.

  • They expect a revenue of ¥2.1 trillion for FY 2025 which is an increase by ¥100 billion from the previous year due to oncology sales.

  • The core operating profit ratio is targeted to be 40% before R&D expense, and a DOE of 8.5% or more is expected, surpassing their previous goal of 8%.

  • The company reported FY 2023 income of ¥235 billion before tax.

  • 在腫瘤業務的帶動下,第一三共2023財年的收入同比增長25.3%,達到1.6017萬億日元。

  • 核心營業收入同比增長59.3%,達到1,953億日元,營業收入增長75.5%,達到2116億日元,淨收入增長83.8%,達到2070億日元。

  • 他們預計,2025財年的收入爲2.1萬億日元,由於腫瘤學的銷售,比上年增加了1000億日元。

  • 扣除研發費用前的核心營業利潤率目標爲40%,預計DOE爲8.5%或以上,超過其先前設定的8%的目標。

  • 該公司報告稱,2023財年的稅前收入爲2350億日元。

Business Progress:

業務進展:

  • Daiichi Sankyo secured approval for and initiated the promotion of ENHERTU, contributing majorly to its oncology business growth.

  • The company has submitted applications for regulatory approval in the US and Europe for non-squamous, non-small cell lung cancer.

  • The company's strategic alliance with Merck is expected to boost oncology sales revenue.

  • The company aims to be among the top ten companies in oncology by 2030 and plans to invest ¥1 trillion in R&D for FY 2024 and 2025 to achieve this.

  • The company has discontinued the development of DS-1594, the Menin binding inhibitor, due to lower enrollment and interest among patients and investigators.

  • Daiichi Sankyo achieved an increment in sales revenue that exceeded the initial expectations, particularly due to the company's major products that recorded solid growth.

  • 第一三共獲得批准並啓動了ENHERTU的推廣,爲其腫瘤業務增長做出了重大貢獻。

  • 該公司已向美國和歐洲提交了非鱗狀非小細胞肺癌的監管批准申請。

  • 公司與默沙東的戰略聯盟預計將增加腫瘤學的銷售收入。

  • 該公司的目標是到2030年成爲腫瘤學領域的十大公司之一,並計劃在2024和2025財年投資1萬億日元用於研發,以實現這一目標。

  • 由於患者和研究者的入組人數減少以及他們的興趣,該公司已停止開發Menin結合抑制劑 DS-1594。

  • 第一三共實現了銷售收入的增長,超出了最初的預期,這主要是由於該公司的主要產品實現了穩步增長。

更多詳情: 第一三共株式會社

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