Earnings Call Summary | Pharming Group(PHAR.US) Q4 2023 Earnings Conference
Earnings Call Summary | Pharming Group(PHAR.US) Q4 2023 Earnings Conference
The following is a summary of the Pharming Group N.V. (PHAR) Q4 2023 Earnings Call Transcript:
以下是製藥集團公司（PHAR）2023年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Pharming Group reported an annual revenue of over $227 million for 2023, an increase of 10% compared to the previous year, with the US launch of Joenja contributing over $18 million.
Q4 2023 encountered a 49% YoY revenue growth, with RUCONEST sales alone carrying a 34% increase, leading to record revenue of $73.3 million.
Gross profit for Q4 2023 improved by $25.8 million year-over-year while the operating profit settled at $1.1 million, a swing from a previous loss of $10.2 million in Q4 2022. The company incurred a net loss of $2.7 million in Q4 2023.
The net loss for the full year of 2023 amounted to $10.1 million, a significant decrease from a net profit of $13.7 million in 2022, mainly due to increased costs associated with commercializing Joenja.
Revenue guidance for 2024 stands between $280 million and $295 million, projecting a growth rate from 14% to 20%.
藥明集團報告稱，2023年的年收入超過2.27億美元，與上年相比增長了10％，其中在美國推出的Joenja貢獻了超過1800萬美元。
2023年第四季度的收入同比增長了49％，僅RUCONEST的銷售額就增長了34％，創下了創紀錄的7,330萬美元的收入。
2023年第四季度的毛利同比增長了2580萬美元，而營業利潤爲110萬美元，與2022年第四季度的1,020萬美元虧損相比有所不同。該公司在2023年第四季度淨虧損270萬美元。
2023年全年的淨虧損爲1,010萬美元，較2022年的1,370萬美元淨利潤大幅下降，這主要是由於與Joenja商業化相關的成本增加。
2024年的收入預期在2.8億美元至2.95億美元之間，預計增長率將從14％增至20％。
Business Progress:
業務進展：
The company has begun expanding its portfolio with the commercial launch of Joenja in the US, which contributed significantly to sales within its first nine months. They are now looking to introduce Joenja to other regions such as Europe, Canada, Australia, Israel, and the United Kingdom.
Joenja, a treatment for APDS, has shown significant efficacy across primary and secondary results during trials.
Phase 2b studies for leniolisib will begin in the second quarter of the year, looking to target a larger patient group suffering from PID with immune disregulation. Clinical studies for leniolisib have already concluded in Japan, with application filings underway in other international markets.
Along with exploring potential uses for leniolisib, the company is actively working on expanding indications for Joenja, intending to take on more rare diseases.
The ongoing expansion plan includes continued growth through in-licensing and acquisitions, targeting rare diseases in Immunology & Haematology, Respiratory, and Gastroenterology sectors.
隨着Joenja在美國的商業推出，該公司已開始擴大其產品組合，這爲其前九個月的銷售做出了重大貢獻。他們現在正在尋求將Joenja引入其他地區，例如歐洲，加拿大，澳大利亞，以色列和英國。
在試驗期間，APDS的治療方法Joenja在主要和次要結果中均顯示出顯著的療效。
leniolisib的2b期研究將於今年第二季度開始，旨在針對更多患有免疫失調的PID患者群體。leniolisib的臨床研究已經在日本結束，其他國際市場的申請正在進行中。
除了探索leniolisib的潛在用途外，該公司還積極努力擴大Joenja的適應症，打算治療更多罕見的疾病。
正在進行的擴張計劃包括通過內部許可和收購實現持續增長，目標是免疫學和血液學、呼吸系統和胃腸病學領域的罕見疾病。
More details: Pharming Group IR
更多詳情： 藥明集團投資者關係
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：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。