Earnings Call Summary | Incyte(INCY.US) Q1 2024 Earnings Conference
Earnings Call Summary | Incyte(INCY.US) Q1 2024 Earnings Conference
The following is a summary of the Incyte Corporation (INCY) Q1 2024 Earnings Call Transcript:
以下是Incyte Corporation（INCY）2024年第一季度業績電話會議記錄的摘要：
Financial Performance:
財務業績：
Incyte Corp saw a total revenue growth of 9% in Q1 2024 compared to the previous year.
Jakafi net product revenue for Q1 tallied at $572 million, representing a 5% patient growth YoY.
The firm confirmed full-year 2024 Jakafi net revenue guidance, which ranges from $2.69 to $2.75 billion.
Opzelura net product revenues for Q1 were $86 million, marking a 52% increase over the same quarter last year.
Incyte Corp acquired Escient Pharmaceuticals for $750 million, expected to increment R&D expenses by approximately $5 million monthly.
The firm ended Q1 2024 with a strong balance sheet, holding $3.9 billion in cash and free of debt.
與去年相比，Incyte Corp在2024年第一季度的總收入增長了9％。
Jakafi第一季度的淨產品收入爲5.72億美元，患者同比增長5％。
該公司確認了Jakafi2024年全年淨收入指導，範圍從26.9億美元到27.5億美元不等。
Opzelura第一季度的淨產品收入爲8,600萬美元，比去年同期增長了52％。
Incyte Corp以7.5億美元的價格收購了Escient Pharmicals，預計每月將增加約500萬美元的研發費用。
該公司在2024年第一季度結束時資產負債表表現強勁，持有39億美元現金，無債務。
Business Progress:
業務進展：
Incyte reaffirms its aim to deliver 10 high-impact launches by 2030, including products like Jakafi, Axatilimab, Ruxolitinib Cream, and povorcitinib.
The acquisition of Escient Pharmaceuticals strengthens Incyte's pipeline with two promising drugs (EP262 and EP547) aimed at wide-ranging inflammatory disorders.
Incyte continues to augment their diverse pipeline across oncology, MPNs, and GVHD, evidenced by positive clinical progress in Q1 and FDA acceptance for review of BLA for Axatilimab.
Incyte is preparing for multiple data readouts throughout the year, alongside further submissions to the FDA for Opzelura's applications in pediatric atopic dermatitis
Incyte reports growing total Jakafi demand across all indications in Q1, with significant growth seen in PV and GVHD.
Adherence to Opzelura is expected to improve following the launch of an adherence program in Q2, with the product's launch in France, Italy, and Spain anticipated in Q3.
Incyte is exploring capital redeployment options like acquisitions, external opportunities, and returning cash to shareholders.
The company is shifting focus to targeted oncology, with their G12D program potential noted as potential best-in-class.
Incyte is also progressing with Jakafi XR, aiming to provide a once-daily option before LOE.
Incyte重申其目標，即到2030年推出10款具有高影響力的產品，包括Jakafi、Axatilimab、Ruxolitinib Cream和povorcitinib等產品。
對Escient Pharmicals的收購加強了Incyte的兩種前景看好的針對廣泛炎症性疾病的藥物（EP262 和 EP547）的產品線。
Incyte繼續擴大其在腫瘤學、MPN和GVHD領域的多元化產品線，第一季度的積極臨床進展以及美國食品藥品管理局接受Axatilimab的BLA審查就證明了這一點。
Incyte正在爲全年多次數據讀取做準備，同時還爲Opzelura在兒科特應性皮炎方面的申請向美國食品藥品管理局提交更多報告
Incyte報告稱，第一季度所有指標的Jakafi總需求均在增長，光伏和GVHD的需求顯著增長。
在第二季度啓動堅守計劃之後，Opzelura的依從性有望提高，該產品預計將在第三季度在法國、意大利和西班牙推出。
Incyte正在探索資本重新部署方案，例如收購、外部機會和向股東返還現金。
該公司正在將重點轉移到靶向腫瘤學上，其G12D計劃的潛力被認爲是潛在的同類最佳方案。
Incyte在Jakafi XR方面也取得了進展，目標是在LOE之前提供每天一次的選項。
More details: Incyte IR
更多詳情： Incyte 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.
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譯文內容由第三人軟體翻譯。