Astellas Pharma Inc. (ALPMF) Q2 2023 Earnings Call Transcript Summary
Astellas Pharma Inc. (ALPMF) Q2 2023 Earnings Call Transcript Summary
The following is a summary of the Astellas Pharma Inc. (ALPMF) Q2 2023 Earnings Call Transcript:
以下是安斯泰來製藥公司（ALPMF）2023年第二季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Astellas Pharma reported a revenue decrease of 2% YoY due to Lexiscan generics' impact.
Core operating profit increased by 17% YoY, but revenue and core operating profit were behind full-year forecasts due to Lexiscan generics.
Cost of sales ratio aligned with expectations while SG&A costs increased by 12.1% YoY. R&D expenditure saw a decrease by 12.7% YoY.
Global sales of leading drugs like XTANDI, PADCEV, and XOSPATA increased significantly while new drug VEOZAH had a good initial uptake in the US market.
安斯泰來製藥報告稱，由於Lexiscan仿製藥的影響，收入同比下降2％。
核心營業利潤同比增長17％，但由於Lexiscan仿製藥，收入和核心營業利潤低於全年預期。
銷售成本比率與預期一致，而銷售和收購成本同比增長12.1％。研發支出同比下降12.7％。
XTANDI、PADCEV和XOSPATA等領先藥物的全球銷量大幅增長，而新藥VEOZAH在美國市場的初步吸收率良好。
Business Progress:
業務進展：
Astellas submitted EU approval for product ACP after similar moves in the US.
In the immuno-oncology domain, ASP2138 was granted open drug designation by the FDA for gastric and GEJ cancer treatment.
Clinical trials in blindness and regeneration resumed with two patients treated in June.
Astellas entered into collaborations with PeptiDream and Cullgen to advance targeted protein degradation.
The company disclosed organizational restructuring with costs of ¥20 billion, including changes within Japan and global adjustments. They are hiring a new CFO.
Astellas showed progress in its CSP2021 goal with expectations for revenues from products like XTANDI, PADCEV, XOSPATA, zolbetuximab, and the newly acquired ACP.
在美國採取類似舉措之後，安斯泰來向歐盟提交了ACP產品的批准。
在免疫腫瘤學領域，ASP2138 被美國食品藥品管理局授予用於治療胃癌和胃腸癌的開放藥物。
6月份恢復了失明和再生方面的臨床試驗，兩名患者接受了治療。
安斯泰來與PeptiDream和Cullgen合作，以推進靶向蛋白質降解。
該公司披露了成本爲200億日元的組織重組，其中包括日本內部的變更和全球調整。他們正在招聘新的首席財務官。
安斯泰來在其 CSP2021 目標方面取得了進展，預計XTANDI、PADCEV、XOSPATA、zolbetuximab和新收購的ACP等產品的收入將增加。
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