Bausch Health Companies Inc (NYSE:BHC)股价走势 - BHC股价自4月3日近两年高点$11.46后下跌[1] - BHC股价跌至50日移动平均线附近，历史上这一趋势线具有看涨意义[2] 分析师观点 - 大多数分析师对BHC持悲观态度，仅有一位分析师持有“买入”评级[3] 空头回补预期 - 空头回补可能会提振BHC股价，目前空头仓位占股票流通量的6.8%[4]

诉讼事件 - Bausch Health (BHC)与其胃肠病业务Salix Pharmaceuticals, Inc.对Amneal Pharmaceuticals (AMRX)及其子公司提起诉讼[1] 新药申请 - Amneal提交了一份新药申请(ANDA)给FDA，寻求批准销售Salix的主打药物Xifaxan (rifaximin) 550毫克片的仿制版本[2] Xifaxan 550毫克片用途 - Xifaxan 550毫克片适用于成人降低明显肝性脑病(HE)复发风险和治疗成人腹泻型肠易激综合征(IBS-D)[3] 专利争议 - Amneal声称FDA橙皮书中列出的Xifaxan专利对Amneal的ANDA产品无法执行、无效和/或未侵犯[4]

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Bausch Health Companies Inc.'s (BHC) fourth-quarter results were better than expected. The company’s adjusted earnings per share of $1.15 beat the Zacks Consensus Estimate of $1.01. The reported figure also increased from $1.02 in the year-ago quarter.Total revenues of $2.41 billion were up 10% year over year. The top line beat the Zacks Consensus Estimate of $2.25 billion.Excluding the favorable impact of foreign exchange rates of $6 million and the impact of acquisitions worth $122 million, revenues incre ...

财务数据和关键指标变化 - 公司2023年全年收入为46.1亿美元,同比增长6%,略高于公司此前指引 [11] - 公司2023年全年调整后EBITDA为23.6亿美元,符合公司指引 [11] - 公司2023年第四季度收入为12.4亿美元,同比增长3%,有机增长2% [12] - 公司2023年第四季度调整后EBITDA为6.63亿美元,同比增长约1% [12] 各条业务线数据和关键指标变化 Salix业务 - Salix业务2023年第四季度收入为5.83亿美元,与去年同期持平,受到批发商采购时间变化的影响 [37][38] - Salix业务2023年全年收入为22.5亿美元,同比增长约8%,其中价格上涨约3%,销量增加约5% [38] - Xifaxan产品2023年第四季度收入与去年同期持平,但全年销量增长约8% [39] - Relistor产品2023年第四季度收入同比增长44%,Trulance产品收入则持平 [39] 国际业务 - 国际业务2023年第四季度收入为2.9亿美元,同比增长11%,有机增长6% [40] - 国际业务2023年全年收入为10.7亿美元,同比增长8%,有机增长6% [40] Solta Medical业务 - Solta Medical业务2023年第四季度收入为1.03亿美元,同比增长4%,有机增长5% [41] - Solta Medical业务2023年全年收入为3.47亿美元,同比增长16%,有机增长18% [41] 多元化业务 - 多元化业务2023年第四季度收入为2.59亿美元,同比增长1%,有机增长2% [42][43] - 多元化业务2023年全年收入同比下降4%,有机下降3% [44] - 神经科学业务在第四季度表现良好,抓住了竞争对手供应受限带来的机会 [42] - 皮肤科业务第四季度收入下降12%,受到价格压力和非重点产品销量下降的影响 [42] - 公司在第四季度对商誉计提了9100万美元的减值 [43] 各个市场数据和关键指标变化 - 公司未具体披露各个市场的数据和关键指标变化 公司战略和发展方向及行业竞争 - 公司2023年取得了战略目标的重大进展,包括实现收入和利润目标,推进管线项目,加强资产负债表管理等 [10][11][14] - 公司将继续专注于Salix、国际业务、Solta Medical等重点业务的发展,并推进Amiselimod和RED-C等管线项目 [66][89][90] - 公司将继续评估Bausch & Lomb业务的完全分拆,但时间表尚未确定 [18][19] - 公司将继续关注成本管控和资产负债表优化,以增强财务灵活性 [14][52] 管理层对经营环境和未来前景的评论 - 管理层对公司2023年的整体表现感到满意,认为公司奠定了良好的全球基础 [10] - 管理层对Salix业务、国际业务、Solta Medical业务的未来发展前景持乐观态度 [66][89][90] - 管理层认为公司的研发管线项目进展顺利,将为公司未来发展带来动力 [13][27][30] - 管理层表示将继续关注成本管控和资产负债表优化,以增强公司的财务灵活性 [14][52] 问答环节重要的提问和回答 问题1 **Glen Santangelo 提问** - 询问公司Amiselimod和RED-C管线项目的时间表 [76][77] - 询问公司是否有进一步优化资本结构的计划 [77][82] **Thomas Appio 回答** - 公司预计Amiselimod项目在本十年末获批,RED-C项目预计2027年获批 [79][80] - 公司会继续评估各种优化资本结构的方案,但不会对具体计划做出承诺 [82][83] 问题2 **Schuyler van den Broek 提问** - 询问Amiselimod在溃疡性结肠炎治疗领域的竞争优势 [88] - 询问公司未来是否会继续加大对Xifaxan的投入 [88] **Thomas Appio 回答** - 公司认为Amiselimod基于临床数据具有较强的竞争力,未来将进一步推进III期临床试验 [89][90] - 公司将继续投入资源支持Xifaxan的销售,包括使用AI技术和DTC广告等手段,以挖掘未被满足的市场需求 [90][91][92][93] 问题3 **Douglas Miehm 提问** - 询问Xifaxan和Trulance在第四季度收入持平的原因 [108] - 询问公司2024年Xifaxan销售指引中提到的批发商采购模式变化的影响 [108] **Thomas Appio 和 John Barresi 回答** - 第四季度Xifaxan和Trulance收入持平主要是由于批发商采购时间变化的影响 [110][111][112] - 公司2024年Xifaxan销售指引中提到的批发商采购模式变化可能会在某种程度上抑制销售增长 [113] - 但公司仍看好Xifaxan在IBS-D和肝性脑病领域的未被满足的巨大市场需求 [114][115]

For the quarter ended December 2023, Bausch Health (BHC) reported revenue of $2.41 billion, up 9.8% over the same period last year. EPS came in at $1.15, compared to $1.02 in the year-ago quarter.The reported revenue represents a surprise of +7.15% over the Zacks Consensus Estimate of $2.25 billion. With the consensus EPS estimate being $1.01, the EPS surprise was +13.86%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street e ...

Bausch Health (BHC) came out with quarterly earnings of $1.15 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $1.02 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 13.86%. A quarter ago, it was expected that this drugmaker would post earnings of $0.92 per share when it actually produced earnings of $1.03, delivering a surprise of 11.96%.Over the last four quarters, the company h ...

Bausch Health (BHC)盈利表现 - Bausch Health (BHC)是一家属于Zacks Medical - Generic Drugs行业的公司，过去两个季度一直表现出超过盈利预期的趋势[1],[2] - 在最近一个季度，Bausch的盈利预期为每股0.92美元，实际报告为每股1.03美元，超出预期11.96%[3] - 公司的盈利预期一直在上升，部分归功于过去的盈利惊喜历史[4]

Exhibit 99.1 Investor Contacts: Media Contact: Solebury Strategic Communications Kevin Wiggins ir@bauschhealth.com corporate.communications@bauschhealth.com (877) 281-6642 (toll free) (908) 541-3785 BAUSCH HEALTH ANNOUNCES FOURTH-QUARTER AND FULL-YEAR 2023 RESULTS • Fourth-Quarter revenues of $2.41 billion, up 10% on a Reported basis and up 4% on an Organic1 basis • Full-Year revenues of $8.76 billion, up 8% on a Reported basis and 7% on an Organic1 basis • Full-Year revenue growth in Salix, International, ...