Theratechnologies Inc. (THTX) Q3 2024 Earnings Call Transcript Summary
Theratechnologies Inc. (THTX) Q3 2024 Earnings Call Transcript Summary
Adjusted EBITDA guidance for the full year is increased to $17 million to $19 million.The following is a summary of the Theratechnologies Inc. (THTX) Q3 2024 Earnings Call Transcript:
以下是Theratechnologies公司（THTX）2024年第三季度業績會簡報：
Financial Performance:
金融業績：
Theratechnologies reported an adjusted EBITDA of $7.2 million and net profit of $3 million for Q3 2024.
Revenues for Q3 2024 were up 8% year-over-year, primarily driven by strong sales of EGRIFTA SV.
Adjusted EBITDA guidance for the full year is increased to $17 million to $19 million.
EGRIFTA SV revenues grew notably by 27% year-over-year to $16.7 million.
Trogarzo sales stabilized with Q3 revenues at $5.9 million.
Theratechnologies報告2024年第三季度調整後的利潤率爲720萬美元，淨利潤爲300萬美元。
2024年第三季度營業收入同比增長8%，主要受EGRIFTA SV銷售強勁推動。
全年調整後的EBITDA指導值提高至1700萬至1900萬美元。
EGRIFTA SV的營業收入同比大幅增長27%，達到1670萬美元。
Trogarzo銷售穩定，2024年第三季度營業收入爲590萬美元。
Business Progress:
業務進展：
Strategically focusing on commercializing innovative treatments, the company achieved profitability and adjusted EBITDA positivity.
Theratechnologies is working on a new formulation, F8 of tesamorelin, expected for resubmission to the FDA by end of November.
Progress in Phase I clinical trial of sudocetaxel zendusortide for ovarian cancer, with recruitment completed and no DLTs reported.
Enhancing commercial capabilities and in-licensing discussions signal a strategic push into North American markets.
公司專注於商業化創新治療，實現了盈利和調整後的EBITDA爲正。
theratechnologies正在研發一種名爲F8的新制劑tesamorelin，預計將於11月底重新提交給FDA。
在卵巢癌的第I期臨床試驗中，sudocetaxel zendusortide取得進展，招募完成且無DLTs報告。
增強商業能力以及授權討論表明公司正積極推進進入北美市場。
Opportunities:
機會：
Strong demand and performance of EGRIFTA SV present growth opportunities, despite temporary supply constraints.
The potential approval and launch of the new tesamorelin formulation (F8) could expand the product portfolio and address unmet medical needs in HIV treatment.
儘管暫時面臨供應約束，EGRIFTA SV的強勁需求和表現爲公司提供了增長機會。
新的tesamorelin製劑（F8）的潛在批准和上市可能會擴大產品組合，並滿足HIV治療中未達標的醫療需求。
Risks:
風險：
Manufacturing disruptions led to canceled batches of EGRIFTA SV following an FDA inspection, potentially impacting Q4 revenues and total revenue for 2024.
EGRIFTA SV supply constraints, if prolonged, could affect future revenue streams despite strong market demand.
製造業-半導體的中斷導致在FDA檢查後取消了EGRIFTA SV的批次，可能影響第四季度的營業收入和2024年的總營業收入。
如果EGRIFTA SV供應受限，可能會影響未來的營收，儘管市場需求強勁。
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譯文內容由第三人軟體翻譯。
