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Earnings Call Summary | Alimera Sciences(ALIM.US) Q4 2023 Earnings Conference

Earnings Call Summary | Alimera Sciences(ALIM.US) Q4 2023 Earnings Conference

業績電話會議摘要 | Alimera Sciences (ALIM.US) 2023 年第四季度業績發佈會
富途資訊 ·  03/08 02:34  · 電話會議

The following is a summary of the Alimera Sciences, Inc. (ALIM) Q4 2023 Earnings Call Transcript:

以下是 Alimera Sciences, Inc. (ALIM) 2023年第四季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Alimera Q4 2023 reported a consolidated global net revenue of $26.3 million, up 88% from Q4 2022, the full-year 2023 saw a 49% growth totaling $80.8 million.

  • Q4 2023 saw significant EBITDA improvement with $5 million, compared to a loss of $1.2 million in Q4 2022.

  • Revenue in the US segment for Q4 increased by 104% to $19.2 million contributing to a full-year increase of 66% totaling $56.7 million.

  • The International net revenue for Q4 2023 grew by 54% to $7.1 million, net revenue for the full year saw a 21% increase totaling $24 million.

  • An optimistic 2024 financial guidance has been given with an expected revenue exceeding $105 million and an adjusted EBITDA margin predicting 20%.

  • 阿利美拉2023年第四季度報告的合併全球淨收入爲2630萬美元,較2022年第四季度增長88%,2023年全年增長49%,總額爲8,080萬美元。

  • 2023年第四季度的息稅折舊攤銷前利潤顯著改善,達到500萬美元,而2022年第四季度的虧損爲120萬美元。

  • 第四季度美國分部的收入增長了104%,達到1,920萬美元,全年增長66%,總額爲5,670萬美元。

  • 2023年第四季度的國際淨收入增長了54%,達到710萬美元,全年淨收入增長了21%,總額爲2400萬美元。

  • 已經給出了樂觀的2024年財務指導,預計收入超過1.05億美元,調整後的息稅折舊攤銷前利潤率預計爲20%。

Business Progress:

業務進展:

  • Alimera completed transactions to acquire commercial rights to YUTIQ, which bolstered their product portfolio and improved their financial position.

  • Both in the US and internationally, their teams expanded, with key appointments and enrollment completed in two Phase 4 clinical studies.

  • The product YUTIQ has been successfully incorporated into their US operations, with adequate training provided for the commercial team to promote both products.

  • They expect an increase in the patient base for ILUVIEN in the UK in the second half of 2024 due to new guidance from the UK National Institute for Health and Care Excellence issued in February 2023.

  • Potential impactful data expected from the completion of enrollment in two Phase IV studies, NEW DAY and SYNCHRONICITY, could result in increased physician use.

  • Alimera完成了收購YUTIQ商業權的交易,這增強了他們的產品組合並改善了他們的財務狀況。

  • 無論是在美國還是在國際上,他們的團隊都擴大了規模,完成了兩項4期臨床研究的關鍵任命和入組。

  • YUTIQ產品已成功納入其美國業務,爲商業團隊提供了足夠的培訓以推廣這兩種產品。

  • 他們預計,由於英國國家健康與護理卓越研究所於2023年2月發佈的新指導方針,英國ILUVIEN的患者基礎將在2024年下半年增加。

  • 兩項IV期研究(NEW DAY和SYNCHRONICITY)的入組完成後,預計將獲得潛在的有影響力的數據,這可能會導致醫生的使用增加。

More details: Alimera Sciences 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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