Earnings Call Summary | Heron Therapeutics(HRTX.US) Q1 2024 Earnings Conference
Earnings Call Summary | Heron Therapeutics(HRTX.US) Q1 2024 Earnings Conference
The following is a summary of the Heron Therapeutics, Inc. (HRTX) Q1 2024 Earnings Call Transcript:
以下是Heron Therapeutics, Inc.（HRTX）2024年第一季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
Heron Therapeutics Q1 net revenue was $34.6 million, up from $29.6 million year-over-year.
Gross margin improved significantly from 43% to 76%.
The company decreased its loss from $33 million in Q1 2023 to $4.8 million in Q1 2024.
The company reported individual product revenues with CINVANTI at $25.6 million, SUSTOL at $3.6 million, ZYNRELEF at $5 million, and APONVIE at $500,000.
Heron anticipates to achieve profitability by Q4 2024.
Heron Therapeutics第一季度净收入为3,460万美元，高于同比2960万美元。
毛利率从43％显著提高到76％。
该公司的亏损从2023年第一季度的3,300万美元减少到2024年第一季度的480万美元。
该公司公布的个人产品收入为2560万美元，CINVANTI为2560万美元，SUSTOL为360万美元，ZYNRELEF为500万美元，APONVIE为50万美元。
Heron预计将在2024年第四季度实现盈利。
Business Progress:
业务进展：
Heron Therapeutics signed the CrossLink agreement and received approval for the expanded indication of ZYNRELEF.
A national sales meeting has already trained staff on the impending new indications for the products.
The company observed a positive reception of APONVIE, which will likely contribute to net revenue growth.
CrossLink partnership training has been initiated and 216 representatives have been trained so far, with plans to reach 650 by the end of the year.
Ongoing research aims to make ZYNRELEF more accessible and the company is expecting VAN approval by Q4 2024 and PFS approval by Q4 2026.
Heron reaffirmed its revenue guidance of $138 million to $158 million for 2024 with improved gross margins within the range of 60% to 70%.
Passage and implementation of the No Pain Act is expected to provide reimbursement for outpatient procedures and ASCs starting Q1 2025.
Heron expects ZYNRELEF will secure pass-through status under the No Pain Act without gaps, even as the current pass-through status expires Q1 2025.
External support and the ongoing opioid crisis indicate the potential for the No Pain Act to extend beyond 2027, offering great promise for non-opioids like ZYNRELEF.
Heron Therapeutics签署了CrossLink协议，并获得了ZYNRELEF扩大适应症的批准。
全国销售会议已经就即将出现的产品新适应症对工作人员进行了培训。
该公司观察到APONVIE受到积极欢迎，这可能会促进净收入的增长。
CrossLink伙伴关系培训已经启动，到目前为止，已经培训了216名代表，计划到年底达到650人。
正在进行的研究旨在使ZYNRELEF更容易获得，该公司预计VAN将在2024年第四季度获得批准，PFS将在2026年第四季度获得批准。
Heron重申了其2024年1.38亿美元至1.58亿美元的收入预期，毛利率提高在60％至70％之间。
预计从2025年第一季度开始，《无痛法案》的通过和实施将为门诊手术和ASC提供报销。
Heron预计，即使目前的直通状态将于2025年第一季度到期，ZYNRELEF仍将在《无痛法案》下获得无差距的直通地位。
外部支持和持续的阿片类药物危机表明，《无痛法案》有可能延续到2027年以后，这为ZYNRELEF等非阿片类药物带来了巨大的希望。
More details: Heron Therapeutics IR
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