Gilead(GILD) - 2024 Q2 - Earnings Call Presentation
2024-08-09 05:37
业绩总结 - 公司2024财年非通用运营收入和每股收益指引有所提升[11] - 公司在Q224实现了强劲的基础业务增长,Veklury基础业务表现稳健[135] - 公司的产品销售额(不包括Veklury)同比增长6%,环比增长10%[136] - 公司的运营利润率提升至47%,净收入同比增长49%[139] - 公司的稀释每股收益同比增长50%[145] 产品销售 - 公司总产品销售额(不包括Veklury)同比增长6%,达到67亿美元[11] - 公司HIV产品销售同比增长3%,达到32亿美元;Biktarvy同比增长8%,达到32亿美元[11] - 公司肿瘤学产品销售同比增长15%,达到8.41亿美元;Trodelvy同比增长23%[11] - 公司HIV产品销售同比增长3%,达到47亿美元[25] - 公司肝病产品销售同比增长17%,达到8.32亿美元[29] 新产品和技术研发 - 公司在Q2'24末展示了5个肿瘤细胞疗法项目[194] - 公司的肿瘤细胞疗法项目中包括针对不同癌症类型的临床项目[195] - 公司在Q2'24末展示了3个临床阶段的晚期癌症项目[196] - 公司与Merck、Arcus Biosciences合作,AstraZeneca运营,保留选择权[197] - 公司在Q2'24末展示了多个乳腺癌和肺癌项目[198] 市场扩张和并购 - 公司Trodelvy®在2L mUC获得了加速批准[199] - 公司有新的项目获得了突破性疗法认定[200]
Western Midstream(WES) - 2024 Q2 - Earnings Call Presentation
2024-08-09 05:28
Second-Quarter 2024 Review August 7, 2024 Forward-Looking Statements and Ownership Structure This presentation contains forward-looking statements. Western Midstream Partners, LP ("WES") believes that its expectations are based on reasonable assumptions. No assurance, however, can be given that such expectations will prove correct. A number of factors could cause actual results to differ materially from the projections, anticipated results, or other expectations expressed in this presentation. These factors ...
Rocket Lab USA(RKLB) - 2024 Q2 - Earnings Call Presentation
2024-08-09 05:09
业绩总结 - 公司在2024年第二季度实现了历史最高季度收入为1.06亿美元[14] - 季度收入同比增长15%,环比增长71%[18] - 公司的未完成订单在2024年第二季度有所增长,收入增长主要由发射次数增加和空间系统业务显著增长推动[20] - 公司在Q2 2024实现1.06亿美元的订单 backlog,环比增长5%[156] 用户数据 - Electron在2024年前三季度签署了17次新的发射合同,总合同价值为1.41亿美元,是全球第三大发射次数最多的火箭[33] - Electron在2024年前半年的发射率比2023年下半年增长了100%[36] - 公司与商业卫星组网运营商签署了多次发射合同,其中包括Synspective的10次发射合同,Rocket Lab迄今为止一直是Synspective的唯一发射提供商[46] 未来展望 - 公司预计Q3 2024的营收将在1亿至1.05亿美元之间[179] - 公司预计Q3 2024的GAAP毛利率将在25%至27%之间,主要受益于发射和太空系统之间的有利组合[180] - 公司预计Q3 2024的GAAP运营费用将在8000万至8200万美元之间[181] - 调整后的 EBITDA 亏损为 3100 万至 3300 万美元[185] - 预计推出服务收入约为 2100 万美元[187] - 预期非 GAAP 毛利率为 30% - 32%[188] 新产品和新技术研发 - Neutron火箭的发展时间线为4.3年,预计首次发射日期为2024年[71] - Neutron火箭的飞行硬件已经生产并通过了100%的车辆验证,公司已经建立了生产该火箭的机器[73] 市场扩张和并购 - 公司与美国国防部签署了三份新合同,进一步巩固了Rocket Lab作为美国国防部值得信赖的合作伙伴的地位[49] 其他新策略和有价值的信息 - 未来投资者活动包括摩根士丹利拉古纳会议和世界太空商务周[193][194] - CFO Adam Spice 将参加 KeyBanc 虚拟 NDR 活动[196] - CFO Adam Spice 将参加 Satellite Innovation 活动[197] - CFO Adam Spice[198] - RocketLab[199]
Avadel Pharmaceuticals plc(AVDL) - 2024 Q2 - Earnings Call Presentation
2024-08-09 04:10
Avadel Pharmaceuticals plc (NASDAQ: AVDL) August 2024 ©2024 Avadel. All rights reserved. Safe Harbor Statements This presentation may include forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These forward-looking statements relate to our future expectations, beliefs, plans, strategies, objectives, results, conditions, financial performance, prospects, or other events. Such forward-looking statements include, bu ...
Roivant Sciences(ROIV) - 2024 Q1 - Earnings Call Presentation
2024-08-09 04:05
Financial Results and Business Update for the Quarter Ended June 30, 2024 August 8, 2024 Speakers Matthew Gline Richard Pulik Frank Torti, MD Eric Venker, MD, PharmD Mayukh Sukhatme, MD Chief Executive Officer Chief Financial Officer Vant Chair President and Chief Operating Officer President and Chief Investment Officer For investor audiences only 2 Forward-Looking Statements This presentation includes forward-looking statements that are subject to substantial risks and uncertainties that could cause actual ...
EnerSys(ENS) - 2025 Q1 - Earnings Call Presentation
2024-08-09 03:40
August 2024 1 © 2024 EnerSys. All Rights Reserved. Q1'25 Earnings AUGUST 7, 2024 Forward Looking Statements As a reminder, we will be presenting certain forward-looking statements on this call that are based on Management's current expectations and views regarding future events and operating performance and are subject to uncertainties and changes in circumstances. Our actual results may differ materially from the forwardlooking statements for a number of reasons. Our forward-looking statements are applicab ...
STAAR Surgical(STAA) - 2024 Q2 - Earnings Call Presentation
2024-08-09 03:27
业绩总结 - STAAR Surgical的净销售额为9900万美元[21] - 净利润为7400万美元[50] - 调整后的EBITDA为3700万美元[56] - 公司将2024财年净销售和调整后的EBITDA展望提高至340-345百万美元和约42百万美元[58] 销售情况 - 美洲地区ICL销售增长14%,欧洲、中东和非洲地区销售增长10%,亚太地区销售增长6%[25] - 全球ICL销售增长7%,超过Q2'24和上半年24的屈光手术市场[30] - 美国ICL销售预计2024年增长25%[63] - 中国ICL销售预计增长约10%[63] - 中国市场增长约10%[65] - 美国市场在2024财年下半年增长2百万美元,导致2024财年增长10%[69] 公司财务状况 - 公司在2024年6月28日拥有现金、现金等价物和投资达2.355亿美元[70] - 公司在2024年6月28日没有债务,2024财年资本支出预算约为3,000万至4,200万美元,2024财年调整后的EBITDA预算[72] 市场机会和展望 - STAAR的初步美国市场机会预计年销售额为2,100万美元,年手术量为21,000,EVO ICL在2024财年的销售预期为9,100万美元,年手术量为91,000[84] - EVO ICL在日本、中国和韩国的屈光市场份额超过20%,在西班牙超过18%[85] - 公司预计美国屈光手术市场每年有70万例手术[87]
Allianz(ALIZY) - 2024 Q2 - Earnings Call Presentation
2024-08-09 03:21
© Allianz 2024 Group financial results 2024 Allianz Investor Relations App Apple App Store Google Play Store Munich August 8, 2024 Content/topics 1 Key developments in 1H 2024 2 Group financial results 2Q 2024 3 Additional information Glossary Disclaimer Note: Due to rounding, numbers presented may not add up precisely to the totals provided and percentages may not precisely reflect the absolute figures. KEY DEVELOPMENTS IN 1H 2024 3 Summary – fully on track for 2024 outlook | --- | --- | --- | --- | |----- ...
Glatfelter (GLT) - 2024 Q2 - Earnings Call Presentation
2024-08-09 03:18
2024 Second Quarter Earnings Conference Call Thomas Fahnemann, President & CEO Ramesh Shettigar, SVP, CFO & Treasurer August 8, 2024 NYSE: GLT Forward Looking Statements and Use of Non-GAAP Financial Measures Any statements included in this presentation which pertain to future financial and business matters are "forwardlooking statements" within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. The Company uses words such as "anticipates", "beli ...
Myomo(MYO) - 2024 Q2 - Earnings Call Presentation
2024-08-09 03:13
INVESTOR PRESENTATION AUGUST 2024 Paul R. Gudonis, Chairman and CEO David Henry, CFO Conquering Upper Limb Paralysis with Wearable Medical Robotics NYSE American: MYO 1 NYSE American: MYO Overview Market Opportunity Insurance Reimbursement Product Line & Evidence Commercial Scale Up Financials Legal Disclaimer This presentation contains forward-looking statements regarding the trading of the Company's common stock on the NYSE American, the Company's plans for the use of proceeds and advancing its product li ...