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:
以下是安斯泰来制药公司（ALPMF）2023年第二季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
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.
安斯泰来制药报告称，由于Lexiscan仿制药的影响，收入同比下降2％。
核心营业利润同比增长17％，但由于Lexiscan仿制药，收入和核心营业利润低于全年预期。
销售成本比率与预期一致，而销售和收购成本同比增长12.1％。研发支出同比下降12.7％。
XTANDI、PADCEV和XOSPATA等领先药物的全球销量大幅增长，而新药VEOZAH在美国市场的初步吸收率良好。
Business Progress:
业务进展：
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.
在美国采取类似举措之后，安斯泰来向欧盟提交了ACP产品的批准。
在免疫肿瘤学领域，ASP2138 被美国食品药品管理局授予用于治疗胃癌和胃肠癌的开放药物。
6月份恢复了失明和再生方面的临床试验，两名患者接受了治疗。
安斯泰来与PeptiDream和Cullgen合作，以推进靶向蛋白质降解。
该公司披露了成本为200亿日元的组织重组，其中包括日本内部的变更和全球调整。他们正在招聘新的首席财务官。
安斯泰来在其 CSP2021 目标方面取得了进展，预计XTANDI、PADCEV、XOSPATA、zolbetuximab和新收购的ACP等产品的收入将增加。
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