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 September 30, 2023 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Transitio ...

财务数据和关键指标变化 - 第三季度总收入为32.9亿美元,其中包括23.9亿美元的版税收入,较去年同期增长22% [11] - 现金及短期投资为1.91亿美元,公司现金流正向,每年可产生超过7500万美元的现金流 [84] - 公司调高了2023年全年收入指引至1.26亿-1.29亿美元,调高了调整后每股收益指引至5.25-5.40美元 [85] 各条业务线数据和关键指标变化 - Kyprolis(多发性骨髓瘤药物)第三季度预计销售超3.7亿美元,全年有望超14亿美元 [52] - Filspari(IgA肾病药物)第三季度销售8百万美元,新患者数量持续增加 [53] - Rylaze(ALL/LBL治疗药物)第三季度销售1.05亿美元,同比增长超42% [54] - Vaxneuvance(肺炎疫苗)第三季度销售2.14亿美元,有望全年超7亿美元 [56] - Captisol(药物溶剂)第三季度销售8.6百万美元,全年毛利预计达1700万美元 [57][78] 各个市场数据和关键指标变化 - TZIELD(1型糖尿病药物)由Sanofi销售,预计有数十亿美元的市场潜力 [40][43] - Soticlestat(罕见儿童癫痫药物)由Takeda开发,Ligand拥有最高2.6%的特许权使用费 [34][35] 公司战略和发展方向及行业竞争 - 公司正在扩大投资和业务开发团队,通过多种方式(收购、项目融资等)获取新的特许权使用费资产 [12][25][26][27] - 公司已完成对Ovid、Tolerance和Pelican的投资交易,获得了多个新的特许权使用费收入来源 [34][39][44] - 公司正在评估将Novan业务独立上市或寻找合作伙伴的机会 [67][69] - 公司通过Captisol业务获得新的特许权使用费收入来源,并将继续拓展新的Captisol合作伙伴 [64][65] 管理层对经营环境和未来前景的评论 - 公司过去12个月取得了出色的执行,在商业产品组合、现有开发阶段合作产品组合以及业务开发和投资能力方面都取得了进展 [7][8][9] - 公司有望凭借现有资产组合实现可持续的长期增长,并通过新的投资交易进一步扩大资产组合 [8][18][19][20] - 公司有望在2024年实现更高的盈利能力,调高了2023年全年调整后每股收益指引 [10] 问答环节重要的提问和回答 问题1 **Jack Cole 提问** 询问Tolerance交易的来源以及TZIELD是否有里程碑付款 [94][95] **Paul Hadden 回答** 交易来源于公司的专有中间人关系,TZIELD没有里程碑付款 [96] 问题2 **Jack Cole 提问** 询问Ovid交易中的里程碑付款情况 [97][98] **Paul Hadden 回答** Ovid交易中还有6.6亿美元的里程碑付款未支付,具体支付条件未披露 [99] 问题3 **Lawrence Solow 提问** 询问公司调高指引的具体原因 [102][103] **Tavo Espinoza 回答** 主要是由于Captisol销售增加和运营费用降低 [103]

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 June 30, 2023 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Transition Per ...

SECOND QUARTER 2023 PERFORMANCE & OUTLOOK August 8, 2023 ...

Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) Q2 2023 Earnings Conference Call August 8, 2023 4:30 PM ET Company Participants Simon Latimer - Head, Investor Relations Todd Davis - Chief Executive Officer Tavo Espinoza - Chief Financial Officer Matt Korenberg - President and Chief Operating Officer Conference Call Participants Joe Pantginis - H.C. Wainwright Matt Hewitt - Craig-Hallum Capital Group Larry Solow - CJS Securities Operator Thank you for standing by. My name is Brian, and I will be your confe ...

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, 2023 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Transition Pe ...

Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) Q1 2023 Results Conference Call May 4, 2023 4:30 PM ET Company Participants Simon Latimer - Head of Investor Relations Todd Davis - Chief Executive Officer Tavo Espinoza - Chief Financial Office Matthew Korenberg - President and Chief Operating Officer Conference Call Participants Scott Henry - ROTH Capital Matt Hewitt - Craig-Hallum Capital Joseph Pantginis - HC Wayne Wright Operator Thank you for standing by. My name is Kyla Baker and I will be your confer ...

1 CORPORATE PRESENTATION MARCH 2023 Nasdaq: LGND 2 SAFE HARBOR STATEMENT The following presentation contains forward-looking statements by Ligand and its partners that involve risks and uncertainties and reflect Ligand's and it's partners' judgment as of the date of this presentation. Words such as "plans," "believes," "expects," "projects," "could," "anticipates," and "will," and similar expressions, are intended to identify forward-looking statements. These forward-looking statements include, without limi ...

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, 2022 ☐ 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 2022 Earnings Conference Call February 22, 2023 4:00 PM ET Company Participants Simon Latimer - Head, IR Todd Davis - CEO Tavo Espinoza - CFO Matthew Korenberg - President and Chief Operating Officer Conference Call Participants Joseph Pantginis - HC Wainwright Larry Solow - CJS Securities Matthew Hewitt - Craig-Hallum Capital Group Operator Good evening. My name is Rob and I will be your conference operator today. At this time, I would like to welcome everyone ...