Amicus Therapeutics, Inc. (FOLD) Q3 2024 Earnings Call Transcript Summary
Amicus Therapeutics, Inc. (FOLD) Q3 2024 Earnings Call Transcript Summary
Non-GAAP operating expenses were lowered to $83 million for the quarter, a decrease of 8% from the previous year, contributing to non-GAAP net income of $31 million or $0.10 per share.The following is a summary of the Amicus Therapeutics, Inc. (FOLD) Q3 2024 Earnings Call Transcript:
以下是愛美醫療（FOLD）2024年第三季度業績會簡報：
Financial Performance:
財務業績：
Amicus Therapeutics reported Q3 2024 revenue of $142 million, a 37% increase year-over-year, with constant currency growth at 36%.
Galafold contributed $120 million to global revenue, marking a 19% growth year-over-year in constant currency.
Non-GAAP operating expenses were lowered to $83 million for the quarter, a decrease of 8% from the previous year, contributing to non-GAAP net income of $31 million or $0.10 per share.
愛美醫療報告2024年第三季度營業收入爲14200萬美元，同比增長37%，在恒定貨幣增長36%。
Galafold爲全球貨幣貢獻了12000萬美元的收入，同比增長19%，在恒定貨幣下。
非通用會計原則下的營業費用降至8300萬美元，同比減少8%，導致非通用會計淨利潤爲3100萬美元，每股盈利0.10美元。
Business Progress:
業務進展：
Galafold sales continue strong, with significant growth in patient demand, especially in major markets.
Pombiliti and Opfolda, a therapy for late-onset Pompe disease, showed robust launch progress, with $21 million in revenue and 203 patients treated or scheduled for treatment as of the end of October 2024.
Galafold銷售繼續強勁，患者需求大幅增長，特別是在主要市場。
Pombiliti和Opfolda，治療晚髮型龐貝病的療法，展示了強勁的推出進展，截至2024年10月底已實現2100萬美元的營業收入，有203名患者接受治療或已安排治療。
Opportunities:
機會：
Amicus has increased its full year 2024 revenue guidance to 30-32%, thanks to robust sales performance of Galafold and Pombiliti and Opfolda.
The settlement with Teva regarding Galafold's IP litigation opens the market for a generic version in the US starting January 2037, underscoring strong IP rights and future market exclusivity.
愛美醫療已將其2024年的營業收入指引提高至30-32%，得益於Galafold、Pombiliti 和 Opfolda的強勁銷售表現。
與Teva就Galafold的知識產權訴訟達成和解，將於2037年1月在美國市場開啓仿製版，凸顯強大的知識產權和未來市場獨家性。
Risks:
風險：
Potential market competition from generic versions and other novel therapies in the Fabry and Pompe disease markets could impact Amicus' market share.
Regulatory and reimbursement processes could influence the pacing and extent of Pombiliti and Opfolda's market penetration.
來自仿製品和Fabry和Pompe病市場其他新療法的潛在市場競爭可能會影響愛美醫療的市場份額。
監管和報銷流程可能會影響Pombiliti 和 Opfolda市場滲透的步伐和程度。
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。
