财务数据和关键指标变化 - 第一季度收入增长31%至5560万美元,主要由于Joenja在美国的商业发售和RUCONEST收入增长 [48] - RUCONEST收入增长8%至4600万美元 [48] - Joenja收入为960万美元,较上一季度增长21% [48] - 公司预计2024年全年收入将达到2.8亿至2.95亿美元,同比增长14%至20% [48][49] - 毛利润随销售增长而增加,但毛利率略有下降,主要由于2百万美元的非经常性库存减值 [49] - 经营亏损从1370万美元增加至1630万美元,主要由于支出增加以支持Joenja在美国的发售和海外准备 [50] - 净利润相对稳定,从1300万美元增加至1320万美元,主要由于财务收益改善 [50] - 现金及可流动证券从2.15亿美元减少至2.035亿美元,主要由于经营活动产生的净现金流为负760万美元 [51] 各条业务线数据和关键指标变化 - RUCONEST收入增长8%至4600万美元,体现了处方医生和患者数量的持续增长 [18][19] - Joenja在美国的收入为850万美元,较上一季度增长7.6%,在美国以外的收入为110万美元,较上一季度增长266% [53] - Joenja在总收入中的占比从去年同期的0%增加至17% [53] 各个市场数据和关键指标变化 - 美国市场Joenja收入为850万美元,较上一季度增长7.6% [53] - 美国以外市场Joenja收入为110万美元,较上一季度增长266%,主要来自命名患者计划 [53] - 公司已在美国以外的主要市场(欧洲、英国、日本、澳大利亚等)识别出800多名潜在患者 [23] 公司战略和发展方向及行业竞争 - 公司正在积极寻找临床阶段或更晚期的化合物进行授权或收购,以进一步拓展商业化基础设施 [12][63] - 公司正在准备启动一项针对原发性免疫缺陷伴免疫失调(PID)的II期临床试验,这将大幅扩展leniolisib的商业潜力 [62] - 公司正在积极推进Joenja在其他国家的上市审批,包括欧洲、日本等,预计2024-2025年陆续获批 [34][36] - 公司正在进行Joenja的儿童适应症临床试验,以扩大适用人群 [35] 管理层对经营环境和未来前景的评论 - 公司预计2024年全年收入将达到2.8亿至2.95亿美元,同比增长14%至20% [58] - 公司将继续努力发现更多APDS患者,包括通过家庭基因检测和解决不确定意义变异(VUS)的验证工作 [59][60] - 公司预计MAVE实验将在今年年底提供APDS完整定义,将带来大量新的可治疗患者 [59][60] - 公司正积极推进Joenja在全球的临床试验和监管审批,为进一步扩大适应症和地理覆盖做准备 [60][61] - 公司对启动针对原发性免疫缺陷伴免疫失调(PID)的II期临床试验感到非常兴奋,这将大幅扩展leniolisib的商业潜力 [62] 问答环节重要的提问和回答 问题1 **Christian Glennie提问** 询问Joenja在美国的患者数量变化情况,是否存在患者流失的情况 [68][69] **公司回应** 公司表示大部分新诊断的患者都能够转换为付费治疗,很少有患者退出治疗,体现了产品的高依从性 [70][71] 问题2 **Hartaj Singh提问** 询问公司一季度收入大幅下滑的原因,是否为行业普遍存在的季节性因素 [110][111][112][113] **公司回应** 公司表示一季度收入下滑主要是由于患者再授权的季节性因素,去年受政府患者政策变化的影响更大,今年影响已大幅减弱,未来预计将趋于稳定 [113][114] 问题3 **Alistair Campbell提问** 询问Joenja在美国的折扣情况,是否存在较大幅度的折扣 [127][128][129] **公司回应** 公司表示Joenja在美国的折扣主要是由于医疗保险(Medicare)患者的构成,折扣水平约为12%,未来折扣水平预计将相对稳定 [134][135][136][139][140]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the Month of April 2024 Commission File Number: 001-39822 Pharming Group N.V. (Exact Name of Registrant as Specified in Its Charter) Darwinweg 24 2333 CR Leiden The Netherlands (Address of principal executive offices) Indicate by check mark whether the registrant files or will file annual reports ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF ...

Pharming Group N.V. (NASDAQ:PHAR) Q4 2023 Earnings Conference Call March 14, 2024 8:30 AM ET Company Participants Sijmen de Vries - Chief Executive Officer Stephen Toor - Chief Commercial Officer Anurag Relan - Chief Medical Officer Jeroen Wakkerman - Chief Financial Officer Conference Call Participants Christian Glennie - Stifel Alistair Campbell - Royal Bank of Canada Joe Pantginis - H.C. Wainwright Simon Scholes - First Berlin Operator Good day and thank you for standing by. Welcome to the Pharming Group ...

Pharming Group N.V. Fourth quarter and full year 2023 financial results March 14, 2024 NASDAQ: PHAR | EURONEXT Amsterdam: PHARM SPEAKERS ...

Pharming Group N.V. (NASDAQ:PHAR) Q3 2023 Earnings Conference Call October 26, 2023 7:30 AM ET Company Participants Sijmen de Vries - Chief Executive Officer Stephen Toor - Chief Commercial Officer Anurag Relan - Chief Medical Officer Jeroen Wakkerman - Chief Financial Officer Conference Call Participants Christian Glennie - Stifel Alistair Campbell - Royal Bank of Canada Sushila Hernandez - Van Lanschot Kempen Joe Pantginis - H.C. Wainwright Hartaj Singh - Oppenheimer Simon Scholes - First Berlin Sijmen de ...

Pharming Group N.V. Third quarter 2023 financial results October 26, 2023 NASDAQ: PHAR | EURONEXT Amsterdam: PHARM SPEAKERS ...

Pharming Group N.V. (NASDAQ:PHAR) Q2 2023 Earnings Conference Call August 3, 2023 7:30 AM ET Company Participants Sijmen de Vries - Executive Director and Chief Executive Officer Anurag Relan - Chief Medical Officer Stephen Toor - Chief Commercial Officer Jeroen Wakkerman - Chief Financial Officer Conference Call Participants Christian Glennie - Stifel Joseph Pantginis - H.C. Wainwright Natalia Webster - RBC Capital Markets Sijmen de Vries Thank you very much, Adam. Good morning or good afternoon, ladies an ...

Pharming Group N.V. Second quarter and first half 2023 financial results August 3, 2023 NASDAQ: PHAR | EURONEXT Amsterdam: PHARM �Pharming® | 35 Sijmen de Vries, MD Anurag Relan, MD Chief Executive Officer Chief Medical Officer SPEAKERS Chief Commercial Officer Jeroen Wakkerman Stephen Toor Chief Financial Officer Forward-looking statements 3 This presentation may contain forward-looking statements. Forward-looking statements are statements of future expectations that are based on management's current expec ...

Pharming Group N.V. (OTCPK:PHGUF) Q1 2023 Earnings Conference Call May 11, 2023 8:30 AM ET Company Participants Sijmen de Vries – Chief Executive Officer Anurag Relan – Chief Medical Officer Stephen Toor – Chief Commercial Officer Jeroen Wakkerman – Chief Financial Officer Conference Call Participants Alistair Campbell – RBC Sushila Hernandez – VLK Simon Scholes – First Berlin Sijmen de Vries Good morning or good afternoon, ladies and gentlemen. Welcome to our First Quarter 2023 Results Call. And before I g ...