Earnings Call Summary | GlaxoSmithKline(GSK.US) Q1 2024 Earnings Conference
Earnings Call Summary | GlaxoSmithKline(GSK.US) Q1 2024 Earnings Conference
The following is a summary of the GSK Plc (GSK) Q1 2024 Earnings Call Transcript:
以下是葛兰素史克集团（GSK）2024年第一季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
GSK reported Q1 sales of £7.4 billion, a 13% increase, and a core operating profit of £2.4 billion, an increase of 35%.
Core earnings per share increased by 37% to £43.1, continuing a positive trend.
The quarter's profits benefited from strong execution, a strong performance of recent launches, and phasing in the quarter.
Increased revenue was observed from GSK's innovative vaccines and specialty medicines.
GSK declared a dividend of £15 for the quarter and upgraded its full-year guidance, promising meaningful growth for shareholders.
Operating profit is expected to grow significantly in H1 due to anticipated low single-digit percentage range increases in SG&A and R&D.
葛兰素史克报告称，第一季度销售额为74亿英镑，增长13％，核心营业利润为24亿英镑，增长35％。
每股核心收益增长了37％，达到43.1英镑，延续了积极的趋势。
该季度的利润得益于强劲的执行力、最近推出的强劲表现以及本季度的分阶段。
葛兰素史克的创新疫苗和特种药物的收入有所增加。
葛兰素史克宣布本季度派发15英镑的股息，并上调了全年预期，承诺股东将实现有意义的增长。
由于预计销售和收购和研发的低个位数百分比增长，预计上半年的营业利润将大幅增长。
Business Progress:
业务进展：
GSK showed robust progress within their pipeline across therapy areas, with pivotal data supporting regulatory submissions for new treatments.
Positive clinical trials were reported for an ultra-long-acting formulation of cabotegravir, and advances were made in respiratory management.
Strong performances of new launches, Arexvy, Ojjaara, and Jemperli, indicating future growth potential.
Multipronged approach focused on prevention and disease management, with ongoing efforts being made to upgrade current products and treatments.
Strong growth of 14% in Q1 driven by key vaccine launches and this growth trajectory is expected to continue throughout the decade.
Anticipated IRA, Medicare Part D re-design, to impact the company by around £200 million in 2025 has been factored into the financial guidance which targets 6% to 8% growth CAGR over 2021-2026.
GSK's Shingrix vaccine is showing exceptional long-term efficacy and plans are being made to extend its reach to emerging markets.
Positive performances of GSK's drugs Ojjaara and Jemperli, with potential for further growth in the oncology sector. Future developments for Blenrep are expected.
Progress observed in lifecycle management of medications, with insights leading to quicker treatment indications and advances in managing toxicity.
葛兰素史克在各个治疗领域的研发中都取得了长足的进展，关键数据为监管机构提交新疗法提供了支持。
据报道，一种超长效卡博替韦制剂的临床试验呈阳性，呼吸管理也取得了进展。
新推出的Arexvy、Ojjaara和Jemperli的强劲表现表明了未来的增长潜力。
多管齐下的方法侧重于预防和疾病管理，并正在努力升级当前的产品和治疗方法。
受关键疫苗发布的推动，第一季度强劲增长了14％，这一增长轨迹预计将在十年内持续下去。
财务指导中考虑了预期的IRA，即医疗保险D部分的重新设计，将在2025年对公司产生约2亿英镑的影响，其目标是在2021-2026年间实现6％至8％的复合年增长率。
葛兰素史克的Shingrix疫苗显示出卓越的长期疗效，并正在计划将其覆盖范围扩大到新兴市场。
葛兰素史克的药物Ojjaara和Jemperli表现良好，肿瘤学领域有进一步增长的潜力。Blenrep 的未来发展是可以预料的。
在药物生命周期管理方面取得了进展，其见解使治疗适应症更快，毒性管理也取得了进展。
More details: GlaxoSmithKline IR
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译文内容由第三方软件翻译。