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Earnings Call Summary | Novartis AG(NVS.US) Q1 2024 Earnings Conference

Earnings Call Summary | Novartis AG(NVS.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 諾華股份公司 (NVS.US) 2024 年第一季度業績會議
富途資訊 ·  04/24 01:07  · 電話會議

The following is a summary of the Novartis AG (NVS) Q1 2024 Earnings Call Transcript:

以下是諾華股份公司(NVS)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Novartis reported Q1 2024 sales were up 11% in constant currencies.

  • Core operating income increased by 22% pushing towards their goal of 40% by 2027.

  • Core earnings per share grew by 23% to $1.80 driven by the share buyback program.

  • Free cash flow is expected to grow approximately in line with core operating income for 2024.

  • The company returned $7.6 billion to shareholders via dividends in Q1.

  • Novartis upgraded its guidance expecting net sales to grow in the range of high-single digit to low-double digit, and core operating income to grow in the range of low-double digit to mid-teens.

  • 諾華報告稱,按固定貨幣計算,2024年第一季度的銷售額增長了11%。

  • 核心營業收入增長了22%,朝着到2027年達到40%的目標邁進。

  • 受股票回購計劃的推動,每股核心收益增長了23%,達到1.80美元。

  • 預計自由現金流將與2024年的核心營業收入大致持平。

  • 該公司在第一季度通過分紅向股東返還了76億美元。

  • 諾華上調了預期,預計淨銷售額將在高個位數至低兩位數的範圍內增長,核心營業收入將在低兩位數至十幾位數的範圍內增長。

Business Progress:

業務進展:

  • Novartis announced a strong start to several new initiatives including the launch of Fabhalta in Europe.

  • Key brands Entresto, Kesimpta, Cosentyx, and Kisqali demonstrated broad-based growth.

  • Novartis announced two acquisitions in Q1: MorphoSys and Arvinas.

  • The company made significant progress in their pipeline with multiple submissions and readouts.

  • The company is planning on increasing investment in their four main therapeutic areas.

  • Novartis expects to file for and launch Kisqali, in the second half of the year.

  • Uptake in the first line setting for Scemblix is anticipated to be modest early on.

  • The ongoing Phase 3 study on ianalumab is expected to yield promising results in treating ITP.

  • 諾華宣佈了包括在歐洲推出Fabhalta在內的多項新舉措的良好開端。

  • 主要品牌Entresto、Kesimpta、Cosentyx和Kisqali表現出廣泛的增長。

  • 諾華在第一季度宣佈了兩項收購:MorphoSys和Arvinas。

  • 該公司在準備工作中取得了重大進展,提交了多份文件和宣讀報告。

  • 該公司正計劃增加對四個主要治療領域的投資。

  • 諾華預計將在下半年申請並推出Kisqali。

  • 預計在早期階段,Scemblix在第一行設置中的吸收率將不高。

  • 正在進行的關於ianalumab的3期研究預計將在治療ITP方面產生令人鼓舞的結果。

More details: Novartis AG IR

更多詳情: 諾華股份公司 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.

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。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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