Earnings Call Summary | AbbVie(ABBV.US) Q1 2024 Earnings Conference
Earnings Call Summary | AbbVie(ABBV.US) Q1 2024 Earnings Conference
The following is a summary of the AbbVie Inc. (ABBV) Q1 2024 Earnings Call Transcript:
以下是艾伯維公司(ABBV)2024年第一季度業績電話會議記錄的摘要:
Financial Performance:
財務業績:
AbbVie marked a return to growth, reporting Q1 revenues of $12.3 billion driven primarily by a more than 15% growth from the ex-Humira portfolio.
The adjusted earnings per share for Q1 were $2.31, slightly above the company's projected midpoint.
Full year earnings guidance has been raised to between $11.13 and $11.33 with projected total net revenues of around $55 billion.
However, revenues from Humira significantly declined by 35.2% due to budding biosimilar competition.
The firm also observed marginal improvement in Q1 performance over initial forecasts, attributing most of Humira's erosion to price.
艾伯維標誌着恢復增長,報告第一季度收入爲123億美元,這主要是由前Humira投資組合超過15%的增長推動的。
第一季度調整後的每股收益爲2.31美元,略高於公司的預期中點。
全年收益預期已提高至11.13美元至11.33美元之間,預計總淨收入約爲550億美元。
但是,由於生物仿製藥競爭的萌芽,Humira的收入大幅下降了35.2%。
該公司還觀察到第一季度的業績比最初的預測略有改善,這使Humira的大部分下跌歸因於價格。
Business Progress:
業務進展:
AbbVie's neuro franchise, including Vraylar and its migraine drugs, has shown robust performance, gaining market share.
Qulipta became the leading preventive agent among injectable and oral CGRPs, demonstrating the firm's progress in the neuro franchise.
The successful acquisition of ImmunoGen is expected to strengthen AbbVie's oncology pipeline and accelerate entry into the solid tumor market.
The FDA granted full approval for Elahere for FR alpha positive platinum resistant ovarian cancer, marking a key R&D pipeline progress.
AbbVie expects to close its transaction with Cerevel by mid-year which will enhance its neuroscience portfolio.
A major operational change announced was CEO Rick Gonzalez's retirement, with Rob Michael set to succeed him.
The company anticipates economic headwinds in the Chinese aesthetics market to persist until 2024, but expects recovery facilitated by investment in consumer activation, injector training, and new product launches.
艾伯維的神經特許經營權,包括Vraylar及其偏頭痛藥物,表現強勁,市場份額不斷增加。
Qulipta成爲注射和口服cGRP中的主要預防劑,這表明了該公司在神經特許經營方面的進步。
成功收購ImmunoGen有望加強艾伯維的腫瘤產品線,加速進入實體瘤市場。
美國食品和藥物管理局全面批准了Elahere用於治療FR α陽性鉑耐藥性卵巢癌,這標誌着研發管道的關鍵進展。
艾伯維預計將在年中之前完成與Cerevel的交易,這將增強其神經科學投資組合。
宣佈的一項重大運營變更是首席執行官裏克·岡薩雷斯退休,羅伯·邁克爾將接替他。
該公司預計,中國美學市場的經濟阻力將持續到2024年,但預計對消費者激活、注射器培訓和新產品發佈的投資將促進復甦。
More details: AbbVie IR
更多詳情: AbbVie IR
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。