Earnings Call Summary | ASTELLAS PHARMA(ALPMF.US) Q4 2023 Earnings Conference
Earnings Call Summary | ASTELLAS PHARMA(ALPMF.US) Q4 2023 Earnings Conference
The following is a summary of the Astellas Pharma Inc. (ALPMF) Q4 2023 Earnings Call Transcript:
以下是安斯泰來製藥公司（ALPMF）2023年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Astellas reported a year-on-year revenue of JPY1,603.7 billion, marking an increase of 5.6% and achieving 102.7% of the full year forecast.
The core operating profit stood at JPY184.6 billion, a 35.6% drop owing to factors such as the Iveric Bio acquisition.
Profits fell to JPY17 billion, down 82.7% year-on-year, and the operating profit slumped by 80.8% to JPY25.5 billion.
The sales of XTANDI, PADCEV, XOSPATA, and VEOZAH boosted the yearly revenue.
For FY '24, Astellas expects revenue of JPY1.650 trillion, up JPY46.3 billion year-on-year, with PADCEV, VEOZAH, and IZERVAY as the chief contributors.
SG&A expenses are estimated to be JPY757 billion, while R&D expenses are projected to be JPY317 billion.
Core operating income forecasted to be JPY250 billion, a decrease of JPY26.9 billion year-on-year with a core operating margin of 15.2%.
安斯泰來公佈的收入同比爲16,037億日元，增長了5.6％，實現了全年預期的102.7％。
核心營業利潤爲1,846億日元，下降35.6％，這要歸因於收購Iveric Bio等因素。
利潤降至 JPY17 億美元，同比下降82.7％，營業利潤下降80.8％，至255億日元。
XTANDI、PADCEV、XOSPATA和VEOZAH的銷售提高了年收入。
安斯泰來預計，24財年的收入爲1.650萬億日元，同比增長463億日元，其中PADCEV、VEOZAH和IZERVAY是主要貢獻者。
銷售和收購費用估計爲 JPY757 億美元，而研發費用預計爲 JPY317 億美元。
核心營業收入預計爲 JPY250 億日元，同比減少269億日元，核心營業利潤率爲15.2％。
Business Progress:
業務進展：
Astellas achieved major milestones in FY 2023 with product launches and approvals such as PADCEV, VEOZAH, IZERVAY, and Iveric Bio.
Multiple pivotal studies for regulatory submission and clinical trials were initiated in programs like BlueStar, AS2016, and ASP2802.
The company projects a sizeable increase in PADCEV sales to JPY151.2 billion, indicating growth potential for FY 2024.
VEOZAH is forecasted to show a linear demand growth, with a predicted revenue of JPY28.3 billion in FY '24.
Anticipated key events in FY '24 include regulatory decisions for XTANDI, PADCEV, and VYLOY.
Astellas is strategizing to counter risk factors such as the entry of mirabegron generics and aims for over JPY500 billion in sales from strategic products by FY '25.
Despite hurdles in certain primary focus projects, company growth intends to be fueled with the acquisition of IZERVA (Iveric Bio).
Initiatives in immuno-oncology, targeted protein degradation, and line extension studies are in progress.
The company aims to expand the indication of Vyloy in treating pancreatic cancer and welcomed more than 50% of the U.S market share for Padcev's primary application.
Lastly, Astellas intends to continue DTC promotion activities for VEOZAH due to slower-than-anticipated demand creation.
安斯泰來通過PADCEV、VEOZAH、IZERVAY和Iveric Bio等產品的發佈和批准，在2023財年實現了重要的里程碑。
在BlueStar、AS2016 和 ASP2802 等項目中，啓動了多項用於監管申報和臨床試驗的關鍵研究。
該公司預計，PADCEV的銷售額將大幅增長至1512億日元，這表明2024財年的增長潛力。
預計VEOZAH的需求將呈線性增長，預計24財年的收入爲283億日元。
24財年的預期關鍵事件包括XTANDI、PADCEV和VYLOY的監管決策。
安斯泰來正在制定戰略，以應對諸如米拉貝隆仿製藥進入等風險因素，目標是到25財年戰略產品的銷售額超過JPY500 億美元。
儘管某些主要重點項目存在障礙，但收購IZERVA（Iveric Bio）仍有意推動公司的增長。
免疫腫瘤學、靶向蛋白降解和延線研究方面的舉措正在進行中。
該公司旨在擴大Vyloy在胰腺癌治療中的適應症，並歡迎Padcev的主要應用佔美國市場份額的50％以上。
最後，由於需求創造的速度慢於預期，安斯泰來打算繼續爲VEOZAH開展DTC促銷活動。
More details: ASTELLAS PHARMA IR
更多詳情： 安斯泰來製藥 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.
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譯文內容由第三人軟體翻譯。