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Earnings Call Summary | 2seventy Bio(TSVT.US) Q2 2024 Earnings Conference

Earnings Call Summary | 2seventy Bio(TSVT.US) Q2 2024 Earnings Conference

業績會總結 | 2seventy Bio(TSVt.US) 2024年Q2季度業績會
富途資訊 ·  08/11 18:06  · 電話會議

The following is a summary of the 2seventy Bio, Inc. (TSVT) Q2 2024 Earnings Call Transcript:

以下是2seventy Bio, Inc. (TSVT) 2024年第二季度業績會議電話交流摘要:

Financial Performance:

金融業績:

  • ABECMA US revenues reported by Bristol-Myers Squibb were $54 million, consistent with expectations.

  • Q2 brought $43 million from sales of oncology R&D to Regeneron and hemophilia A program to Novo Nordisk.

  • Achieved $24.9 million in GAAP net income for the quarter from strategic sales and efficiency gains.

  • 施貴寶ABECMA在美國的營業收入爲5400萬美元,與預期一致。

  • 第二季度銷售癌症R&D和血友病A項目分別向Regeneron和Novo Nordisk帶來了4300萬美元的收入。

  • 本季度通過戰略銷售和效率提高實現了2490萬美元的總會計淨收入。

Business Progress:

業務進展:

  • Focused exclusively on ABECMA post-strategic sales including oncology R&D and hemophilia A program.

  • Commenced third-line launch of ABECMA, showing double-digit growth in apheresis as a precursor to revenue growth.

  • Streamlined operations resulted in significant decrease in operating expenses, anticipating continuous decline into 2025.

  • 專注於ABECMA發帖後的戰略銷售,包括腫瘤R&D和血友病A項目。

  • 啓動ABECMA的第三線推出,顯示出血漿分離的二位數增長作爲營收增長的先兆。

  • 精簡運營導致營業費用顯著下降,預計持續下降到2025年。

Opportunities:

機會:

  • Anticipate ABECMA's return to growth in upcoming months bolstered by broad data and expanded FDA approval.

  • Following strategic divestitures, positioned to prioritize efficiency and drive towards cash flow breakeven and profitability in 2025.

  • 預計ABECMA將在未來幾個月內恢復增長,獲得廣泛數據和擴大的FDA批准的支持。

  • 在戰略剝離之後,定位於提高效率和推動現金流平衡和盈利能力。

Risks:

風險:

  • ABECMA faces gradual growth challenges in scaling, depending on the uptake and continued competitive efficacy in its new broader usage realms.

  • ABECMA在規模擴大方面面臨逐漸增長的挑戰,具體取決於新的更廣泛使用領域的吸收和持續的競爭效力。

More details: 2seventy bio IR

更多詳情:2seventy bio 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。


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