Just_Super/E+ via Getty Images Preamble My regular readers would know I look for value, growth, and quality in the companies I write about. I have not published much lately as it has been much harder to find good quality, value investments with sustainable growth. Amphastar Pharmaceuticals, Inc. (NASDAQ:AMPH) surfaced using Seeking Alpha's screener is interesting. The parameters I set in Seeking Alpha's screeners were: Long-term-debt-to-total-capital (between 0% to 50%) Past 3-years average revenue growth ( ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ⌧ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED MARCH 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-36509 AMPHASTAR PHARMACEUTICALS, INC. (Exact name of Registrant as specified in its charter) Delaware 33-0702205 (State o ...

分组1 - 公司在第一季度实现了23%的营收增长,达到171.8百万美元,反映了公司产品组合的持久实力和适应性 [6] - 公司的主要产品如葡萄糖注射液、BAQSIMI、Primatene MIST以及医院和临床用品继续保持稳定增长,反映了它们在市场上的持续重要性和相关性 [7] - 公司的葡萄糖注射液产品在诊断领域的需求有所变化,但公司最近进入加拿大市场突显了其适应市场波动的能力 [7] - 公司致力于在2024年实现葡萄糖注射液100百万美元的销售里程碑 [8] 分组2 - BAQSIMI的销售同比增长22%,反映了公司整合收购产品并推动增长的能力 [9][10] - BAQSIMI已成为公司糖尿病产品组合的支柱,为患者提供了一种方便有效的应对严重低血糖的解决方案,公司相信葡萄糖市场仍有巨大的增长潜力 [10][11] - 公司正在积极推进BAQSIMI在全球的转型,致力于为全球患者提供BAQSIMI的可及性,并持续优先投资销售和营销以提升BAQSIMI的市场地位 [11] 分组3 - 公司计划在今年推出4-5个新产品,包括最近推出的REXTOVY鼻喷纳洛酮产品 [12] - 公司的重要管线产品特立帕肽正在第二次审评周期,预计在第三季度获得GDUFA日期 [12] - 公司的吸入剂产品AMP-008和AMP-007分别在第二季度和第四季度有GDUFA目标日期,其中AMP-007被FDA指定为竞争性仿制药 [13] - 公司正在与FDA保持积极的定期对话,FDA承诺优先审评AMP-002申请 [14] - 公司计划在第二季度重新提交胰岛素门冬胺或AMP-004,并计划在未来几个月内提交GLP-1仿制药AMP-018 [14] 问答环节重要的提问和回答 问题1 **Ekaterina Knyazkova 提问** 关于BAQSIMI,公司与支付方的反馈和讨论情况如何?未来几个季度的价格会有什么变化?从竞争格局来看,公司是否看到Gvoke有任何不同?[31] **William Peters 回答** 公司与支付方的合同价格基本与Lilly之前的价格一致,但由于公司需要支付更高的批发商费用,所以今年BAQSIMI的单位增长预计为高个位数,但价格下降为低个位数 [33] 问题2 **Pavan Patel 提问** 市场从单剂量仿制药向提供2剂的品牌产品转变,在多大程度上推动了增长?产品保质期如何?是否存在患者库存消耗时间长于预期的风险?另外,II型糖尿病患者使用胰岛素有所下降,公司是否认为II型糖尿病是BAQSIMI有意义的扩展领域,并已纳入BAQSIMI的峰值销售预测? [50] **William Peters 回答** 这些产品通常有2年的保质期,客户购买后还有12-20个月的保质期。对于II型糖尿病患者,公司认为他们使用这类葡萄糖产品的比例相对I型要低,但随着GLP产品的普及,II型患者使用也会有所增加。公司在预测BAQSIMI销售时已考虑了这些市场变化,给出了相对保守的预测 [51][52][53]

Amphastar Pharmaceuticals (AMPH) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.77 per share. This compares to earnings of $0.62 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 35.06%. A quarter ago, it was expected that this specialty pharmaceutical company would post earnings of $0.87 per share when it actually produced earnings of $0.88, delivering a surprise of 1.15%. Over ...

净收入 - 2024年第一季度净收入为1.718亿美元[2] - 非GAAP调整后，Amphastar Pharmaceuticals, Inc. 2024年第一季度净收入为55,296千美元，较去年同期增长[19] 销售额增长 - BAQSIMI®收入同比增长22%[2] - Glucagon销售增长11%[3] - Epinephrine销售增长30%[3] - Primatene MIST®销售增长3%[3] - BAQSIMI®销售额为1384.3万美元[3] 成本 - 研发支出同比下降14%[4] - 2024年第一季度，Amphastar Pharmaceuticals, Inc. 的营销成本为73,464千美元，研发成本为11,797千美元[19] 资产 - Amphastar Pharmaceuticals, Inc. 截至2024年3月31日的总资产为1,574,317千美元，较上一季度增长[18] 现金流 - 现金流为5,530万美元[5]

Wall Street expects a year-over-year increase in earnings on higher revenues when Amphastar Pharmaceuticals (AMPH) reports results for the quarter ended March 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released o ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Amphastar Pharmaceuticals (AMPH) . This company, which is in the Zacks Medical - Generic Drugs industry, shows potential for another earnings beat. This specialty pharmaceutical company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average su ...

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today: Amphastar Pharmaceuticals, Inc. (AMPH) is a bio-pharmaceutical company. The Zacks Consensus Estimate for its current year earnings has been revised 4.1% downward over the last 60 days. BayCom Corp (BCML) is the bank holding company for United Business Bank. The Zacks Consensus Estimate for its current year earnings has been revised 12.4% downward over the last 60 days. Diversified Healthcare Trust (DHC) owns medical office and life s ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell- side) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Amphastar Pharmaceuticals (AMPH) . Amphastar currently has an average br ...

Amphastar Pharmaceuticals, Inc. (NASDAQ:AMPH) Q4 2023 Earnings Conference Call February 28, 2024 5:00 AM ET Company Participants Dan Dischner - SVP of Corporate Communications William Peters - CFO Tony Marrs - Executive Vice President of Regulatory Affairs and Clinical Operations Conference Call Participants Timothy Chiang - Capital One David Amsellem - Piper Sandler Glen Santangelo - Jefferies Operator Greetings, and welcome to the Amphastar Pharmaceuticals fourth quarter earnings call. [Operator Instructi ...