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Indivior PLC (INDV) Q3 2024 Earnings Call Transcript Summary

Indivior PLC (INDV) Q3 2024 Earnings Call Transcript Summary

Indivior PLC (INDV) 2024年第3季度業績會議電話交流摘要
富途資訊 ·  10/25 02:21  · 電話會議

The following is a summary of the Indivior PLC (INDV) Q3 2024 Earnings Call Transcript:

以下是Indivior PLC(INDV)2024年第三季度業績會文本摘要:

Financial Performance:

金融業績:

  • Indivior PLC reported a 13% increase in Q3 net revenue to $307 million.

  • Adjusted operating profit rose by 62% to $97 million.

  • Gross margin stood at 82%, though this marked a sequential and year-over-year decline due to cost inflation.

  • SUBLOCADE's net revenue for the quarter was $191 million, up 14% from the previous year.

  • Indivior PLC報告第三季度淨營業收入增長13%,達30700萬美元。

  • 調整後的營業利潤增長62%,達9700萬美元。

  • 儘管毛利率爲82%,但由於成本通脹,這標誌着順序和同比下降。

  • 本季度SUBLOCADE的淨營業收入爲19100萬美元,比去年同期增長14%。

Business Progress:

業務進展:

  • SUBLOCADE U.S. patients and treatment grew 37% year-over-year to 166,600.

  • The number of active dispensing HCPs for SUBLOCADE increased by 15% to over 7,700.

  • Indivior added one new partner, bringing the total number of alternate injection sites to about 1,220.

  • Indivior is focusing on streamlining actions targeting cost reduction in G&A and reprioritizing the R&D pipeline.

  • SUBLOCADE美國患者和治療服務同比增長37%,達到166,600人。

  • SUBLOCADE活躍開藥保健提供者數量增加了15%,超過了7,700人。

  • Indivior新增了一個新夥伴,將備用注射地點的總數增至約1,220個。

  • Indivior正在專注於簡化行動,重點是降低管理費用和重新安排研發管線。

Opportunities:

機會:

  • Established approximately 180 experiential programs for OPVEE and 32 states now have standing orders in place.

  • Indivior confirmed a 10-year contract with BARDA involving net revenue from two orders within the quarter.

  • 爲OPVEE設立了約180個體驗項目,目前有32個州已經建立了預約訂單。

  • Indivior確認了與BARDA的爲期10年的合同,涉及本季度兩筆訂單的淨營業收入。

Risks:

風險:

  • SUBLOCADE's growth being impacted by intensified initial trial and adoption of competing products, variability in funding, and further destocking in certain justice system accounts.

  • SUBLOCADE的增長受到加劇的初始試用和競爭產品的採用影響,資金來源的變化以及某些司法系統帳戶的進一步減庫存。

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:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


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