禮來公司 (LLY) 2017Q1電話會議重點和逐字稿 - 財報狗 (2024)

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使用警語:中文譯文來源為 Google 翻譯,僅供參考,實際內容請以英文原文為主

  • Operator

    Operator

  • Ladies and gentlemen, thank you for standing by, and welcome to the Eli Lilly Q1 2017 Earnings Call.

    女士們先生們,感謝您的支持,歡迎參加禮來公司 2017 年第一季度財報電話會議。

  • (Operator Instructions)

    (操作員說明)

  • As a reminder, today's call is being recorded.

    提醒一下,今天的電話正在錄音中。

  • I'll turn the conference now over to your host, Mr. Dave Ricks.

    我現在將會議轉交給您的主持人戴夫·里克斯先生。

  • Please go ahead, sir.

    請繼續,先生。

  • David A. Ricks - CEO, President and Director

    David A. Ricks - CEO, President and Director

  • Good morning.

    早上好。

  • Thank you for joining Eli Lilly and Company's First Quarter 2017 Earnings Call.

    感謝您參加禮來公司 2017 年第一季度財報電話會議。

  • I'm Dave Ricks, Lilly's President and CEO.

    我是禮來公司總裁兼首席執行官戴夫·里克斯。

  • Joining me on today's call are Derica Rice, our Chief Financial Officer; Dr. Jan Lundberg, President of Lilly Research Labs; Enrique Conterno, President of Lilly Diabetes and Lilly USA; Dr. Sue Mahony, President of Lilly Oncology; Jeff Simmons, President of Elanco Animal Health; and I'd like to extend a special welcome to Christi Shaw, who joined us earlier this month as President of Lilly Bio-Medicines.

    今天和我一起參加電話會議的是我們的首席財務官德里卡·賴斯(Derica Rice);禮來研究實驗室總裁 Jan Lundberg 博士; Enrique Conterno,禮來糖尿病和禮來美國公司總裁;禮來腫瘤學總裁 Sue Mahony 博士; Elanco Animal Health 總裁 Jeff Simmons;我要特別歡迎本月早些時候加入我們擔任禮來生物醫藥總裁的 Christi Shaw。

  • We're also joined by Kristina Wright, Chris Ogden and Phil Johnson of the IR team.

    IR 團隊的 Kristina Wright、Chris Ogden 和 Phil Johnson 也加入了我們的行列。

  • During this conference call, we anticipate making projections and forward-looking statements based on our current expectations.

    在這次電話會議期間,我們預計會根據我們目前的預期做出預測和前瞻性陳述。

  • Our actual results could differ materially due to a number of factors, including those listed on Slide 3 and those outlined in our latest forms 10-K and 10-Q filed with the SEC.

    由於多種因素,我們的實際結果可能存在重大差異,包括幻燈片 3 中列出的因素以及我們向 SEC 提交的最新表格 10-K 和 10-Q 中概述的因素。

  • Information we provide about our products and pipeline is for the benefit of the investment community.

    我們提供的有關我們的產品和管道的信息是為了投資界的利益。

  • It is not intended to be promotional, and it is not sufficient for prescribing physicians.

    它不是為了促銷,也不足以為醫生開處方。

  • Before discussing key events for the quarter, I'll start with a summary of our progress on our strategic objectives since our earnings call in January.

    在討論本季度的關鍵事件之前,我將首先總結自 1 月份財報電話會議以來我們在戰略目標方面取得的進展。

  • Starting with grow revenue.

    從增加收入開始。

  • Q1, we generated worldwide revenue growth of 7%, which was driven by 9% volume growth in our pharmaceutical business, led by our new products.

    第一季度,我們在全球範圍內實現了 7% 的收入增長,這是由我們的新產品帶動的製藥業務量增長 9% 推動的。

  • On our strategic objective of expand margins, our non-GAAP gross margin percent, excluding the effect of FX on international inventories sold, increased by nearly 220 basis points compared to Q1 2016.

    在我們擴大利潤率的戰略目標方面,我們的非美國通用會計準則毛利率百分比(不包括外匯對已售國際庫存的影響)與 2016 年第一季度相比增加了近 220 個基點。

  • And total operating expenses as a percent of revenue also declined by nearly 220 basis points.

    總運營費用佔收入的百分比也下降了近 220 個基點。

  • Under the heading of sustaining the flow of innovation, we launched baricitinib under the tradename Olumiant in Europe for rheumatoid arthritis, while here in the U.S., we were disappointed to receive a Complete Response Letter from the FDA for baricitinib in RA.

    在維持創新流動的標題下,我們在歐洲以商品名 Olumiant 推出了用於類風濕性關節炎的 baricitinib,而在美國,我們很失望地收到 FDA 對 baricitinib 用於 RA 的完整回复信。

  • We remain confident of the benefit/risk of baricitinib as a new treatment option for adults with moderate to severe rheumatoid arthritis, and we will work with the FDA to determine a path forward to ultimately bring baricitinib to patients in the U.S.

    我們仍然對巴瑞克替尼作為中度至重度類風濕性關節炎成人的新治療選擇的益處/風險充滿信心,我們將與 FDA 合作確定最終將巴瑞替尼帶給美國患者的前進道路。

  • And as I'll discuss in more detail later, we had a positive Phase III readouts for abemaciclib, for Taltz and for Cyramza.

    正如我稍後將更詳細地討論的那樣,我們對 abemaciclib、Taltz 和 Cyramza 有一個積極的 III 期讀數。

  • Finally, on deploying capital to create value, we completed the acquisition of CoLucid Pharmaceuticals, which adds lasmiditan for acute migraine to our late-stage pipeline.

    最後,在利用資本創造價值方面,我們完成了對 CoLucid Pharmaceuticals 的收購,這為我們的後期管道添加了用於急性偏頭痛的 lasmiditan。

  • And we returned over $500 million to shareholders via our dividends.

    我們通過股息向股東返還了超過 5 億美元。

  • Our continued progress in 2017 keeps us on track to achieve our midterm goals for each of our strategic objectives.

    我們在 2017 年繼續取得進展,使我們能夠實現每個戰略目標的中期目標。

  • Now let's move to Slide 5 for a more detailed review of the key events that occurred during our -- since our last earnings call.

    現在讓我們轉到幻燈片 5,更詳細地回顧自上次財報電話會議以來發生的關鍵事件。

  • On the commercial front, here in the U.S., in collaboration with Boehringer Ingelheim, we launched Synjardy XR, a once-daily combination tablet containing empagliflozin and extended-release metformin for the treatment of adults with type 2 diabetes.

    在商業方面,在美國,我們與勃林格殷格翰合作推出了 Synjardy XR,這是一種每日一次的組合片劑,含有恩格列淨和二甲雙胍緩釋片,用於治療成人 2 型糖尿病。

禮來公司 (LLY) 2017Q1電話會議重點和逐字稿 - 財報狗 (1)

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禮來公司 (LLY) 2017Q1電話會議重點和逐字稿 - 財報狗 (2024)

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