Novartis AG (NVS) 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

• Good morning, and good afternoon, and welcome to the Novartis Q1 2017 Results Release Conference Call and Live Audio Webcast.

  早上好，下午好，歡迎來到諾華 2017 年第一季度業績發布電話會議和現場音頻網絡廣播。

• (Operator Instructions) A recording of the conference call will be available on our website shortly after the call ends.

  （操作員說明）電話會議的錄音將在電話會議結束後不久在我們的網站上提供。

• (Operator Instructions) With that, I would like to hand over to Mr. Joe Jimenez, CEO of Novartis.

  （操作員說明）有了這個，我想交給諾華公司首席執行官 Joe Jimenez 先生。

• Please go ahead, sir.

  請繼續，先生。

• Joseph Jimenez - CEO

  Joseph Jimenez - CEO

• Thank you, and I'd like to welcome everybody to our first quarter earnings call.

  謝謝大家，歡迎大家參加我們的第一季度財報電話會議。

• Joining me here on the Novartis end are Harry Kirsch, our CFO; Vas Narasimhan, our Head of Global Drug Development; and we have the 4 business leaders Paul Hudson, Head of Pharma; Bruno Strigini, Head of Oncology; Richard Francis, Head of Sandoz; and Mike Ball, Head of Alcon.

  和我一起來到諾華公司的是我們的首席財務官 Harry Kirsch；我們的全球藥物開發主管 Vas Narasimhan；我們有 4 位商業領袖 Paul Hudson，製藥主管； Bruno Strigini，腫瘤學負責人； Sandoz 負責人 Richard Francis；和愛爾康的負責人 Mike Ball。

• So before we start, I'd like Samir to read the safe harbor statement.

  因此，在我們開始之前，我希望 Samir 閱讀安全港聲明。

• Samir?

  薩米爾？

• Samir Shah - Global Head IR

  Samir Shah - Global Head IR

• Thank you, Joe.

  謝謝你，喬。

• The information presented today contains forward-looking statements that involve known and unknown risks, uncertainties and other factors.

  今天提供的信息包含前瞻性陳述，涉及已知和未知的風險、不確定性和其他因素。

• These may cause actual results to be materially different from any future results, performance or achievements expressed or implied by such statements.

  這些可能導致實際結果與此類陳述明示或暗示的任何未來結果、業績或成就存在重大差異。

• Please refer to the company's Form 20-F on file with the U.S. Securities and Exchange Commission for a description of some of these factors.

  請參閱公司在美國證券交易委員會備案的 20-F 表格，了解其中一些因素的說明。

• Joseph Jimenez - CEO

  Joseph Jimenez - CEO

• Thanks, Samir.

  謝謝，薩米爾。

• Okay, starting on slide number four, Novartis had a solid first quarter.

  好的，從第四張幻燈片開始，諾華公司第一季度表現穩定。

• Our sales were up 2% in constant currencies as Cosentyx and Entresto offset the Gleevec patent expiration.

  我們的銷售額按固定匯率計算增長了 2%，因為 Cosentyx 和 Entresto 抵消了 Gleevec 專利到期的影響。

• Our core operating income was down 5% due to investments that we've made behind the new product launches, as well as the Gleevec patent loss.

  由於我們在新產品發布後進行的投資以及 Gleevec 專利損失，我們的核心營業收入下降了 5%。

• And our innovation momentum continues, especially in Oncology, which we'll talk about in a minute.

  我們的創新勢頭仍在繼續，尤其是在腫瘤學領域，我們稍後會談到這一點。

• On Slide five, all the divisions contributed to our net sales growth in the first quarter.

  在幻燈片 5 中，所有部門都為我們第一季度的淨銷售額增長做出了貢獻。

• So Innovative Medicines, up 2%.

  因此，創新藥物上漲了 2%。

• This was driven by the pharma BU, which rose 6% behind Entresto and Cosentyx.

  這是由製藥業務推動的，該業務增長了 6%，落後於 Entresto 和 Cosentyx。

• Sandoz was up 1%, driven by Biopharmaceuticals, which grew 30%, this is mainly due to Zarxio and Glatopa 20 milligram in the U.S. And Alcon grew 1% driven by the Vision Care side of the business, which was up 4 points.

  Sandoz 增長 1%，受生物製藥增長 30% 的推動，這主要是由於美國的 Zarxio 和 Glatopa 20 毫克，Alcon 增長 1%，受視力保健業務增長 4 個百分點的推動。

• On Slide six, we made good progress on innovation in the first quarter.

  在幻燈片六中，我們在第一季度的創新方面取得了良好進展。

• Vas is going to go through some of these programs in detail, but I did want to call out CTL019, in particular, because this is our first filing in immuno-oncology.

  Vas 將詳細介紹其中一些項目，但我確實想特別提到 CTL019，因為這是我們在免疫腫瘤學領域的第一份申請。

• We filed in pediatric ALL in the U.S, with a priority review, and we also received breakthrough therapy designation in DLBCL, which we plan to file later this year in the U.S. This is significant because I think people questioned our commitment to this program, when we integrated the cell therapy unit back into Oncology, but you can see that we're committed to this and we think we can make this a big business for us.

  我們在美國提交了兒科 ALL 申請，並進行了優先審查，我們還獲得了 DLBCL 的突破性治療指定，我們計劃今年晚些時候在美國提交申請。這很重要，因為我認為人們質疑我們對該計劃的承諾，當我們將細胞治療部門重新整合到腫瘤學中，但你可以看到我們致力於此，我們認為我們可以使它成為我們的一項大業務。

• Now with all the good news, I do have to bring up the 2 setbacks we had in the quarter.

  現在有了所有好消息，我必須提出我們在本季度遇到的 2 個挫折。

• One was serelaxin, the Phase III study, as you know, did not meet its primary endpoint.

  一個是 serelaxin，如您所知，III 期研究沒有達到其主要終點。

• And also, Glatopa 40-milligram launch was delayed due to a warning letter on a third party manufacturing site.

  此外，Glatopa 40 毫克的發射由於第三方製造站點的警告信而被推遲。

• But clearly, there's good momentum overall in the pipeline.

  但顯然，總體上勢頭良好。

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