财务数据和关键指标变化 - 第三季度总收入为1230万美元,其中COSELA净销售额为1080万美元,许可收入为150万美元 [1][2][7] - 销售量同比增长3%,但由于销售时点的影响,收入有所下降 [4][7][9] - 毛利率下降,主要由于销量增加和一次性存货减值准备 [7][8][32] - 研发费用和销售费用同比大幅下降,约30%,主要由于成本控制措施 [8][9] - 预计2023年全年COSELA净销售额为4400万-4700万美元,现金余额将超过2024年第三季度 [9][25] 各条业务线数据和关键指标变化 - COSELA在小细胞肺癌适应症的销售占比约为80%,其余20%为学术中心 [4] - 前100大客户占销量的56%,新增56家客户,其中1家为前100大客户 [4] - 约30%的销售来自签有协议的客户,商业保险和Medicare占主要份额 [4] - 公司估计COSELA在一线市场的患者份额约为11% [4] 各个市场数据和关键指标变化 - 受铂类药物短缺的影响,第三季度销量增长受限,但10月创下单月销售新高 [3][4][9] - 铂类药物短缺预计将在今年年底前得到缓解 [4] - 公司在小细胞肺癌适应症获得ASCO指南推荐,有利于提高患者覆盖率和获得支付 [5][15] 公司战略和发展方向及行业竞争 - 公司将继续专注于三阴性乳腺癌的创新治疗,期待PRESERVE 2试验的中期生存分析结果 [3][9][29] - 如果PRESERVE 2试验中期结果积极,公司将尽快与FDA沟通,扩大COSELA适应症 [9][30] - 公司还在评估三联吉利布与抗体偶联药物的联合疗法,希望进一步改善三阴性乳腺癌患者的预后 [5][28][29] - 公司决定终止膀胱癌适应症的三联吉利布研究,将资源集中在三阴性乳腺癌和抗体偶联药物组合上 [5] 管理层对经营环境和未来前景的评论 - 尽管受到铂类药物短缺的影响,但公司仍有信心COSELA有望实现显著增长,10月创单月销售新高 [3][4][9] - 公司对三联吉利布在三阴性乳腺癌适应症的潜力感到兴奋,期待中期生存分析结果 [3][9] - 公司将继续推动COSELA在小细胞肺癌适应症的使用,并积极拓展三阴性乳腺癌适应症 [9][10] - 公司有信心在成本控制措施的帮助下,实现向盈利的转变 [8][9] 问答环节重要的提问和回答 问题1 **Gil Blum 提问** PRESERVE 2试验中期分析是否有足够数据判断疗效和无效 [12] **Raj Malik 回答** 中期分析主要针对疗效,但监督委员会也有权利根据无效性停止试验 [13] 问题2 **Dane Leone 提问** COSELA销量下滑是否与其他新药临床试验在同一高使用中心有关 [20] **Andrew Perry 回答** 目前尚未发现其他临床试验对COSELA销量产生明显影响,下滑主要由于铂类药物短缺 [21] 问题3 **Anupam Rama 提问** 公司现金储备是否包含PRESERVE 2试验中期结果 [24] **John Umstead 回答** 公司现金储备预测不包含PRESERVE 2试验中期结果的影响 [25]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________ FORM 10-Q ______________________________________________ (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES x EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES o EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-38096 _____________________________ ...

G1 Therapeutics, Inc. (NASDAQ:GTHX) Q2 2023 Earnings Conference Call August 2, 2023 8:30 AM ET Company Participants William Roberts - VP, IR & Corporate Communications John Bailey - CEO, President & Director Andrew Perry - Chief Commercial Officer Rajesh Malik - Chief Medical Officer John Umstead - CFO Conference Call Participants Gil Blum - Needham & Company Kaveri Pohlman - BTIG Anupam Rama - JPMorgan Chase & Co. Troy Langford - TD Cowen Operator Good day, and thank you for standing by. Welcome to the G1 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________ FORM 10-Q ______________________________________________ (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES x EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES o EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-38096 ____________________________ ...

G1 Therapeutics, Inc. (NASDAQ:GTHX) Q1 2023 Earnings Conference Call May 3, 2023 8:30 AM ET Company Participants Will Roberts - Investor Relations Jack Bailey - Chief Executive Officer Andrew Perry - Chief Commercial Officer Raj Malik - Chief Medical Officer John Umstead - Chief Financial Officer Conference Call Participants Gil Blum - Needham & Company Ed White - H.C. Wainwright Dane Leone - Raymond James Troy Langford - TD Cowen David Nierengarten - Wedbush Securities Kaveri Pohlman - BTIG Operator Good d ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________ FORM 10-K ______________________________________________ (Mark One) ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE x ACT OF 1934 For the fiscal year ended December 31, 2022 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES o EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-38096 _________________________________ ...

G1 Therapeutics Inc. (NASDAQ:GTHX) Q4 2022 Earnings Conference Call March 1, 2023 8:30 AM ET Company Participants Jack Bailey - Chief Executive Officer Jennifer Moses - Chief Financial Officer Raj Malik - Chief Medical Officer Andrew Perry - Chief Commercial Officer Will Roberts - Vice President, Communications Conference Call Participants Gil Blum - Needham & Co. Joseph Thome - Cowen & Co. Dane Leone - Raymond James Priyanka Grover - JP Morgan Operator Good day and welcome to the G1 Therapeutics fourth q ...

41st Annual J.P. Morgan Healthcare Conference Wednesday January 11, 1:30 PM PT Advancing our Mission to Improve the Lives of those Affected by Cancer 1 Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "may," "will," "expect," "plan," "anticipate," "estimate," "intend" and similar expressions (as well as other words or expressions referencing future events, conditions or circumstances) ar ...