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Amphastar Pharmaceuticals Interested In Potential Acquisitions In Endocrinology-Focused Companies

Amphastar Pharmaceuticals Interested In Potential Acquisitions In Endocrinology-Focused Companies

Amphastar Pharmicals對可能收購專注於內分泌學的公司感興趣
Benzinga ·  04/11 03:23

At the Needham Healthcare Conference, Amphastar Pharmaceuticals Inc (NASDAQ:AMPH) highlighted why they remain excited about Baqsimi, the inhaled glucagon product for severe hypoglycemia.

在Needham Healthcare會議上,Amphastar Pharmicals Inc(納斯達克股票代碼:AMPH)強調了爲什麼他們對治療嚴重低血糖症的吸入性胰高血糖素產品Baqsimi仍然感到興奮。

Amphastar Pharmaceuticals develops, manufactures, markets, and sells generic and proprietary injectable, inhalation, and intranasal products.

Amphastar Pharmaceuticals 開發、製造、營銷和銷售仿製和專有注射劑、吸入劑和鼻內用產品。

Needham says the company still believes Baqsimi is the best glucagon product based on its expertise, which is difficult to genericize, and its IP that goes to 2036.

尼德姆說,該公司仍然認爲Baqsimi是最好的胰高血糖素產品,因爲其專業知識難以推廣,而且其知識產權可追溯到2036年。

Needham notes that the market opportunity for Baqsimi is promising because only a small fraction of insulin users currently receive a prescription for glucagon to manage emergency hypoglycemia.

尼德姆指出,Baqsimi的市場機會前景看好,因爲目前只有一小部分胰島素使用者獲得胰高血糖素處方以控制緊急低血糖。

There's a widespread recommendation among doctors and guidelines that all insulin users should have access to a glucagon product, akin to an Epipen, for diabetic emergencies.

醫生和指導方普遍建議,所有胰島素使用者都應有機會獲得類似於Epipen的胰高血糖素產品,以應對糖尿病緊急情況。

Baqsimi is projected to reach peak sales of $250-270 million, a significant increase from $153 million in 2023.

巴克西米預計將達到2.5億至2.7億美元的峯值銷售額,較2023年的1.53億美元大幅增加。

These sales estimates might be conservative, especially if the market expands, as Baqsimi currently faces competition primarily from Gvoke, another injectable glucagon product.

這些銷售估計可能比較保守,尤其是在市場擴大的情況下,因爲Baqsimi目前面臨的競爭主要來自另一種可注射的胰高血糖素產品Gvoke。

In 2024, Amphastar Pharmaceuticals anticipates Baqsimi's inaugural full-year performance to be fueled by a modest increase in product units sold, coupled with a slight decrease in prices due to elevated wholesaler fees compared to those paid by Eli Lilly And Co (NYSE:LLY).

Amphastar Pharmicals預計,2024年,Baqsimi的首次全年業績將受到產品銷量適度增長的推動,以及與禮來公司(紐約證券交易所代碼:LLY)支付的批發商費用上漲導致價格略有下降。

In anticipation of competitors re-entering the market by the second half of 2024 and 2025, Amphastar Pharmaceuticals foresees new opportunities emerging despite potential shortages.

預計競爭對手將在2024年下半年和2025年重新進入市場,Amphastar製藥公司預計,儘管存在潛在的短缺,但仍會出現新的機會。

Amphastar Pharmaceuticals is keen on exploring business development prospects, particularly in the endocrinology sector, to expand its product portfolio by leveraging Baqsimi's commercial infrastructure. With $300 million in cash reserves and strong cash flow, Amphastar Pharmaceuticals is inclined towards debt financing for potential asset acquisitions.

Amphastar Pharmicals熱衷於探索業務發展前景,尤其是在內分泌學領域,通過利用Baqsimi的商業基礎設施來擴大其產品組合。憑藉3億美元的現金儲備和強勁的現金流,Amphastar Pharmicals傾向於爲潛在的資產收購進行債務融資。

Needham keeps the Hold rating for Amphastar Pharmaceuticals.

尼德姆維持安菲斯塔製藥公司的持倉評級。

Price Action: AMPH shares are down 2.33% at $39.95 on the last check Wednesday.

價格走勢:在週三的最後一次支票中,AMPH股價下跌2.33%,至39.95美元。

譯文內容由第三人軟體翻譯。


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