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Indivior Expects 2024 Net Revenue Of $1.15B-$1.215B Vs. Consensus Of $1.215B; Adjusted Gross Margin Of Low Mid 80% Range; Adjusted Operating Income Of $285M-$320M

Indivior Expects 2024 Net Revenue Of $1.15B-$1.215B Vs. Consensus Of $1.215B; Adjusted Gross Margin Of Low Mid 80% Range; Adjusted Operating Income Of $285M-$320M

Indivior预计2024年的净营业收入为11.5亿至12.15亿美元,预计与市场共识的12.15亿美元相当;预计调整后的毛利率在低中80%区间;预计调整后的营业收入为2.85亿至3.2亿美元。
Benzinga ·  07/25 02:17

FY 2024 Guidance On July 9th, the Group updated its financial guidance for FY 2024 to reflect continued near-term adverse market dynamics impacting SUBLOCADE NR growth as well as the initial commercial adoption of OPVEE and the cessation of PERSERIS sales and marketing. The guidance set out is unchanged from the July 9th guidance. At the midpoint, the Group expects solid adjusted operating profit growth of 12% and adjusted operating margin expansion of approximately 100 basis points. Guidance assumes no material change in exchange rates for key currencies compared with FY 2023 average rates, notably USD/GBP and USD/EUR. FY 2024 Net Revenue (NR) SUBLOCADE NR OPVEE NR PERSERIS NR $1,150m to $1,215m (+8% at midpoint vs. FY 2023) $765m to $805m (+25% at midpoint vs. FY 2023) $9m to $14m1 $27m to $33m SUBOXONE Film Market Share Adjusted Gross Margin Adjusted SG&A R&D Adjusted Operating Profit Assumes historic rate of share decline in FY 2024 of 1 to 2 percentage points and the potential impact from a fourth buprenorphine/naloxone sublingual film generic in the U.S. market Low to mid-80s % range ($550m) to ($560m) ($120m) to ($130m) $285m to $320m (+12% at midpoint vs. FY 2023)

2024财年预测:7月9日,该集团更新了2024财年的财务指导,以反映持续的近期不利市场环境对SUBLOCADE NR增长的影响,以及OPVEE的初步商业采用和PERSERIS销售和营销的停止。所确定的指导方针与7月9日的指导一致。在中点处,集团预计调整后的营业利润增长12%,调整后的营业利润率扩张约100个基点。指导方针假定与2023财年平均汇率相比,关键货币的汇率没有实质性变化,特别是USD/GBP和USD/EUR。2024财年净营业收入(NR)SUBLOCADE NR OPVEE NR PERSERIS NR 1.15亿美元至1.215亿美元(中点上涨8%与2023财年相比的中点)7650万美元至8050万美元(中点上涨25%与2023财年相比的中点) 900万至14m1 2700万至3300万波芬太尼/纳洛酮溶解膜市场份额调整后的毛利润调整后的销售和一般管理费用研发调整后的营业利润假定在2024财年份额下降的历史率为1至2个百分点,以及来自第四个美国波芬太尼/纳洛酮溶解膜通用名在市场上的潜在影响下限到80年代中期的范围为5500万美元至5.6亿美元1200万美元至1.3亿美元 28500万美元至3.2亿美元(中点上涨12%与2023财年相比的中点)。

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