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Amicus Therapeutics, Inc. (FOLD) Q3 2024 Earnings Call Transcript Summary

Amicus Therapeutics, Inc. (FOLD) Q3 2024 Earnings Call Transcript Summary

Amicus Therapeutics, Inc. (FOLD) 2024年第三季度業績會議電話摘要
富途資訊 ·  02:01  · 電話會議

The following is a summary of the Amicus Therapeutics, Inc. (FOLD) Q3 2024 Earnings Call Transcript:

以下是愛美醫療(FOLD)2024年第三季度業績會簡報:

Financial Performance:

財務業績:

  • Amicus Therapeutics reported Q3 2024 revenue of $142 million, a 37% increase year-over-year, with constant currency growth at 36%.

  • Galafold contributed $120 million to global revenue, marking a 19% growth year-over-year in constant currency.

  • Non-GAAP operating expenses were lowered to $83 million for the quarter, a decrease of 8% from the previous year, contributing to non-GAAP net income of $31 million or $0.10 per share.

  • 愛美醫療報告2024年第三季度營業收入爲14200萬美元,同比增長37%,在恒定貨幣增長36%。

  • Galafold爲全球貨幣貢獻了12000萬美元的收入,同比增長19%,在恒定貨幣下。

  • 非通用會計原則下的營業費用降至8300萬美元,同比減少8%,導致非通用會計淨利潤爲3100萬美元,每股盈利0.10美元。

Business Progress:

業務進展:

  • Galafold sales continue strong, with significant growth in patient demand, especially in major markets.

  • Pombiliti and Opfolda, a therapy for late-onset Pompe disease, showed robust launch progress, with $21 million in revenue and 203 patients treated or scheduled for treatment as of the end of October 2024.

  • Galafold銷售繼續強勁,患者需求大幅增長,特別是在主要市場。

  • Pombiliti和Opfolda,治療晚髮型龐貝病的療法,展示了強勁的推出進展,截至2024年10月底已實現2100萬美元的營業收入,有203名患者接受治療或已安排治療。

Opportunities:

機會:

  • Amicus has increased its full year 2024 revenue guidance to 30-32%, thanks to robust sales performance of Galafold and Pombiliti and Opfolda.

  • The settlement with Teva regarding Galafold's IP litigation opens the market for a generic version in the US starting January 2037, underscoring strong IP rights and future market exclusivity.

  • 愛美醫療已將其2024年的營業收入指引提高至30-32%,得益於Galafold、Pombiliti 和 Opfolda的強勁銷售表現。

  • 與Teva就Galafold的知識產權訴訟達成和解,將於2037年1月在美國市場開啓仿製版,凸顯強大的知識產權和未來市場獨家性。

Risks:

風險:

  • Potential market competition from generic versions and other novel therapies in the Fabry and Pompe disease markets could impact Amicus' market share.

  • Regulatory and reimbursement processes could influence the pacing and extent of Pombiliti and Opfolda's market penetration.

  • 來自仿製品和Fabry和Pompe病市場其他新療法的潛在市場競爭可能會影響愛美醫療的市場份額。

  • 監管和報銷流程可能會影響Pombiliti 和 Opfolda市場滲透的步伐和程度。

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:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


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