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Earnings Call Summary | Sanofi(SNY.US) Q1 2024 Earnings Conference

Earnings Call Summary | Sanofi(SNY.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 賽諾菲（SNY.US）2024 年第一季度業績會議
富途資訊 ·  04/25 23:58  · 電話會議

The following is a summary of the Sanofi (SNY) Q1 2024 Earnings Call Transcript:

以下是賽諾菲（SNY）2024年第一季度業績電話會議記錄摘要：

Financial Performance:

財務業績：

  • Sanofi reported a 7% growth in Q1 2024 sales, driven by product launches and biopharma medicine focus.

  • Sales for Dupixent increased by 25%, contributed greatly by a 51% growth in ex-US markets.

  • New launches, including Beyfortus, reported a significant sales growth of 150%.

  • The company experienced a slight drop in gross margin by 2.6%, attributed to AUBAGIO and absence of COVID-19 vaccine sales.

  • Investments in late-stage immunology and neurology projects resulted in a 12% increase in R&D expenses while SG&A expenses grew less than 3%, below half of sales growth.

  • 賽諾菲報告稱，受產品發佈和生物製藥醫學關注的推動，2024年第一季度的銷售額增長了7％。

  • Dupixent的銷售額增長了25％，這在很大程度上得益於美國以外市場的51％的增長。

  • 包括Beyfortus在內的新產品報告了150％的顯著銷售增長。

  • 該公司的毛利率略有下降2.6％，這要歸因於AUBAGIO和缺乏 COVID-19 疫苗銷售。

  • 對後期免疫學和神經病學項目的投資使研發費用增長了12％，而銷售和收購支出增長不到3％，低於銷售增長的一半。

Business Progress:

業務進展：

  • Sanofi has been progressing with a portfolio transformation, focusing more resources on pipeline development.

  • Dupixent indications are driving sales growth along with new launches, such as Nexviazyme, Altuviiio, and Beyfortus.

  • The company plans to separate the consumer health business and launch Dupixent in the U.S. for COPD treatment, subject to FDA approval.

  • Phase 2 trials for Amlitelimab (atopic dermatitis) and Frexelimab (multiple sclerosis) showed positive data and are now advancing to phase 3.

  • Rilzabrutinib had positive readouts in the LUNA 3 Phase III study with regulatory submission expected later in the year.

  • Sanofi aims to expand the reach of Dupixent across global pulmonologist offices and secure market space for Tzield with virtually no competition for a decade.

  • The company is focusing on therapeutic areas with rilzabrutinib showing potential for treating Multiple Sclerosis, and plans to invest €7.7 billion in R&D through 2024 and 2025.

  • Sanofi plans to actively engage in strategic partnerships and acquisitions ranging between €2 billion to €5 billion.

  • The company is considering share buybacks as part of the separation from consumer healthcare.

  • 賽諾菲一直在進行投資組合轉型，將更多資源集中在管道開發上。

  • 隨着Nexviazyme、Altuviiio和Beyfortus等新產品的推出，Dupixent的適應症正在推動銷售增長。

  • 該公司計劃分離消費者健康業務，並在美國推出用於慢性阻塞性肺病治療的Dupixent，但須獲得美國食品藥品管理局的批准。

  • Amlitelimab（特應性皮炎）和Frexelimab（多發性硬化症）的2期試驗顯示出積極的數據，目前正進入第三階段。

  • 利扎布替尼在LUNA 3 III期研究中取得了積極成果，監管部門預計將在今年晚些時候提交報告。

  • 賽諾菲的目標是擴大Dupixent在全球肺科醫生辦公室的影響力，並在十年內幾乎沒有競爭的情況下爲Tzield確保市場空間。

  • 該公司專注於利扎布替尼顯示出治療多發性硬化症潛力的治療領域，並計劃到2024年和2025年投資77億歐元用於研發。

  • 賽諾菲計劃積極參與戰略合作伙伴關係和收購，金額在20億歐元至50億歐元之間。

  • 該公司正在考慮將股票回購作爲與消費者醫療保健分離的一部分。

More details: Sanofi IR

更多詳情： 賽諾菲紅外線

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。


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