财务数据和关键指标变化 - 公司2024年第一季度总收入为3100万美元,较上年同期的4400万美元下降了29.5% [85] - 2024年第一季度的特许权使用费收入为1910万美元,较上年同期的1760万美元增长了8% [86][87] - 2024年第一季度的Captisol销售额为920万美元,较上年同期的1060万美元下降了13.2% [86] - 2024年第一季度的合同收入为270万美元,较上年同期的1570万美元下降了82.8% [86] - 2024年第一季度的GAAP净利润为8610万美元,较上年同期的4360万美元增长了97.5% [89] - 2024年第一季度的核心调整后每股收益为1.20美元,较上年同期的1.33美元下降了9.8% [90] 各条业务线数据和关键指标变化 - Rylaze销售额为1.03亿美元,较上年同期增长20% [67] - Vaxneuvance销售额为2.19亿美元,较上年同期增长107% [87] - Kyprolis销售额为3.76亿美元,较上年同期增长5% [87] - FILSPARI第一季度销售额为1980万美元 [57] 各个市场数据和关键指标变化 - FILSPARI在欧洲获得有条件上市批准,预计将于2024年下半年在欧洲上市 [55][56] - Zelsuvmi获得FDA批准,可用于1岁及以上儿童和成人治疗疣状病毒感染 [47][48][49] 公司战略和发展方向及行业竞争 - 公司正在执行通过金融和许可合作伙伴关系推动高价值药物临床开发的战略 [10][20][21][22][23] - 公司正在积极寻找和投资具有高临床价值的后期临床阶段资产,并通过专有的尽职调查和交易谈判优势获得有吸引力的风险回报 [20][21][22][23] - 公司正在通过创建独立公司的方式来推进一些资产,如Pelthos Therapeutics和Primrose Bio [16][26][50][51] - 公司看好未来5年内每年超过20%的特许权使用费收入复合年增长率和超过25%的调整后每股收益复合年增长率 [14][93] 管理层对经营环境和未来前景的评论 - 管理层对公司2024年第一季度的财务和业务表现感到满意,认为公司正处于增长的关键时期 [10][11][24][96] - 管理层对公司未来5年的长期增长前景充满信心,预计特许权使用费收入和调整后每股收益将实现高速增长 [14][93][96] - 管理层认为公司目前的现金储备和现金流能够支持未来的投资活动 [12][92] 问答环节重要的提问和回答 问题1 **Matt Hewitt提问** 询问公司如何与Agenus达成合作,以及对Agenus投资组合中6个项目的看好程度 [100][101] **Paul Hadden回答** 公司主动接触Agenus,双方进行了数月的直接沟通。公司对Agenus的BOT/BAL项目以及其他6个合作项目都很感兴趣,认为它们都具有很大的潜力 [102][103] 问题2 **未知分析师提问** 询问BOT/BAL项目对公司2028年2.3亿美元特许权使用费收入目标的贡献程度 [111] **Tavo Espinoza回答** 公司预计BOT/BAL项目不会在2024年贡献任何收入,未来几年的具体贡献公司尚未披露,但会在适当时候提供更多细节 [112][113] 问题3 **未知分析师提问** 询问Kyprolis销售增长放缓是否符合预期,以及未来2-3年的展望 [116] **Tavo Espinoza回答** Kyprolis的销售数据符合预期和共识预测,公司预计在2027年底左右将面临专利到期后的仿制药竞争 [117]

Ligand Pharmaceuticals (LGND) came out with quarterly earnings of $1.20 per share, beating the Zacks Consensus Estimate of $1.13 per share. This compares to earnings of $2.28 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 6.19%. A quarter ago, it was expected that this drugmaker would post earnings of $0.58 per share when it actually produced earnings of $1.05, delivering a surprise of 81.03%. Over the last four quarters, th ...

M A Y 7 , 2 0 2 4 First Quarter 2024 Financial Results Safe Harbor Statement and Disclaimers This presentation contains forward-looking statements by Ligand and its partners that involve risks and uncertainties and reflect Ligand’s and ...

Ligand Reports First Quarter 2024 Financial Results Conference Call Begins at 4:30 p.m. Eastern Time Today JUPITER, Fla., May 7, 2024 – Ligand Pharmaceuticals Incorporated (Nasdaq: LGND) today reported financial results for the three months ended March 31, 2024, and provided an operating forecast and business updates. Ligand management will host a conference call today beginning at 4:30 p.m. Eastern Time to discuss this announcement and answer questions. “We are pleased to report another quarter of strong f ...

技术股表现 - Magnificent Seven公司在第一季度盈利季节中表现出色[1] Ligand Pharmaceuticals - Ligand Pharmaceuticals专注于开发和许可生物制药资产[3] - Ligand Pharmaceuticals通过其Captisol配方技术生成版税[3] Oscar Health - Oscar Health是一家数字健康保险公司[5] - Oscar Health销售额增长迅速，预计未来将非常有利可图[5]

AndreyPopov This is my sixth article on royalty aggregator Ligand Pharmaceuticals (NASDAQ:LGND). My most recent previous Ligand article was 06/2023's "Ligand Pharmaceuticals: The New Ligand ("New Ligand"). In it I rated Ligand as a "Buy". At the time it was selling for $76.42. As I write on 04/21/2024 Ligand currently trades at ~$70.00, down ~8%. I continue to rate Ligand at a "Buy" because of its recent streamlining moves as discussed in this article. I view it as a better investment now because of these r ...

Ligand Pharmaceuticals (LGND) closed the last trading session at $79.92, gaining 10.7% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $116.33 indicates a 45.6% upside potential. The mean estimate comprises three short-term price targets with a standard deviation of $25.11. While the lowest estimate of $95 indicates an 18.9% increase from the current price level, the most optimisti ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________________________________________________________ FORM 10-K _____________________________________________________________________________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended December 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR For the transitio ...

Ligand Pharmaceuticals Inc. (NASDAQ:LGND) Q4 2023 Earnings Conference Call February 27, 2024 8:30 AM ET Company Participants Tavo Espinoza - CFO Todd Davis - CEO Mattew Korenberg - COO Conference Call Participants Matt Hewitt - Craig-Hallum Capital Group Lawrence Solow - CJS Securities Operator Ladies and gentlemen, thank you for standing by. Welcome everyone to the Ligand Fourth Quarter 2023 Earnings Webcast. At this time, all lines have been placed on mute to prevent any background noise. After the speake ...

Ligand Reports Fourth Quarter and Full Year 2023 Financial Results Conference Call and Webcast at 8:30 a.m. Eastern Time Today SAN DIEGO, February 27, 2024 – Ligand Pharmaceuticals Incorporated (Nasdaq: LGND) today reported financial results for the three and twelve months ended December 31, 2023, and provided an operating forecast and business updates. Ligand management will host a conference call and webcast today beginning at 8:30 a.m. Eastern time to discuss this announcement and answer questions. “2023 ...