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Earnings Call Summary | Gilead Sciences(GILD.US) Q1 2024 Earnings Conference

Earnings Call Summary | Gilead Sciences(GILD.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 吉利德科學 (GILD.US) 2024 年第一季度業績會議
富途資訊 ·  04/26 21:13  · 電話會議

The following is a summary of the Gilead Sciences, Inc. (GILD) Q1 2024 Earnings Call Transcript:

以下是吉利德科學公司(GILD)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Gilead's Q1 total product sales, excluding Veklury, grew 6% year-over-year to $6.1 billion, bolstered by an increased demand across HIV, oncology, and liver disease sectors.

  • Veklury sales for COVID-19 treatments reached a total of 555 million.

  • 1Q non-GAP diluted EPS stood at $1.82, surpassing expectations due to higher product sales.

  • However, their Q1 2024 haven't met expectations with diluted earnings per share at a negative $1.32, compared to a positive $1.37 for the same period the previous year.

  • Product gross margin fell to 85.4% due primarily to product mix, and operating expenses decreased by 2%.

  • 吉利德第一季度的產品總銷售額(不包括Veklury)同比增長6%,達到61億美元,這得益於艾滋病毒、腫瘤和肝病領域需求的增加。

  • Veklury COVID-19 治療的總銷售額達到了 5.55 億次。

  • 由於產品銷售增加,第一季度非GAP攤薄後每股收益爲1.82美元,超出預期。

  • 但是,他們的2024年第一季度並未達到預期,攤薄後的每股收益爲負1.32美元,而去年同期爲正1.37美元。

  • 產品毛利率降至85.4%,這主要是由於產品組合,運營費用下降了2%。

Business Progress:

業務進展:

  • HIV product sales saw a 4% increase year-over-year, and oncology product sales were up by 18%, propelled by Trodelvy.

  • Gilead completed the acquisition of CymaBay, resulting in a seladelpar drug with the potential to treat significant unmet need in liver disease.

  • Phase 1b data on the twice-yearly parenteral program of Lenacapavir plus two broadly neutralizing antibodies, potentially the first twice-yearly subcutaneous HIV prevention option, was shared.

  • Gilead showed enthusiasm for the release of their drug, Trodelvy, for treating diverse segments of the breast cancer population.

  • Gilead will be particularly focusing on expense management, aiming to drive substantial growth in their business over the next decade while providing good returns to investors.

  • 在Trodelvy的推動下,HIV產品的銷售同比增長了4%,腫瘤產品的銷售增長了18%。

  • 吉利德完成了對CymaBay的收購,從而開發出了一種seladelpar藥物,有可能治療大量未滿足的肝病需求。

  • 分享了每年兩次的來那卡韋注射計劃以及兩種廣泛中和的抗體(可能是第一個每年兩次的皮下HIV預防方案)的1b期數據。

  • 吉利德對他們的藥物Trodelvy的發佈表現出熱情,該藥物用於治療乳腺癌人群的不同群體。

  • 吉利德將特別關注費用管理,旨在推動其業務在未來十年實現大幅增長,同時爲投資者提供豐厚的回報。

More details: Gilead Sciences IR

更多詳情: 吉利德科學紅外線

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。


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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