Royalty Pharma(RPRX)
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Royalty Pharma(RPRX) - 2024 Q4 - Annual Results
2025-01-10 20:47
Exhibit 99.1 ROYALTY PHARMA TO HIGHLIGHT ACCOMPLISHMENTS AND PROVIDE BUSINESS UPDATE AT 43rd ANNUAL J.P. MORGAN HEALTHCARE CONFERENCE NEW YORK, NY, January 10, 2025 - Royalty Pharma plc (Nasdaq: RPRX) today provided an update on its business performance, including recent key accomplishments, and the full year 2024 outlook for Portfolio Receipts. Pablo Legorreta, Royalty Pharma's founder and Chief Executive Officer, will discuss these updates on January 14, 2025 as part of a webcast presentation to be held a ...
Royalty Pharma to Highlight Accomplishments and Provide Business Update at 43rd Annual J.P. Morgan Healthcare Conference
GlobeNewswire· 2025-01-10 20:30
2024 Portfolio Receipts expected to be approximately $2,800 million, at the upper end of guidance rangeExciting development-stage pipeline with potential for peak royalties of >$1.2 billion; multiple key upcoming events, including Phase 3 results for pelacarsen Royalty Pharma to benefit from new product launches in 2025, including Servier’s Voranigo, Bristol Myers Squibb’s Cobenfy, Ascendis’ Yorvipath, Syndax and Incyte’s Niktimvo and Geron’s Rytelo NEW YORK, Jan. 10, 2025 (GLOBE NEWSWIRE) -- Royalty Pharma ...
Royalty Pharma Announces Transformative Step in Company's Evolution With Acquisition of its External Manager and $3 Billion Share Repurchase Program
Newsfilter· 2025-01-10 20:15
Royalty Pharma plc to become an integrated company by acquiring its external manager, RP Management, LLCSignificant annual cash savings of greater than $100 million in 2026 growing to over $175 million in 2030, with cumulative savings of more than $1.6 billion over ten yearsSimplified structure to benefit shareholders through strengthened shareholder alignment, enhanced governance and increased economic return on investments Board authorized a $3 billion share repurchase program; $2 billion of shares intend ...
Royalty Pharma Announces Transformative Step in Company's Evolution With Acquisition of its External Manager and $3 Billion Share Repurchase Program
GlobeNewswire News Room· 2025-01-10 20:15
Royalty Pharma plc to become an integrated company by acquiring its external manager, RP Management, LLCSignificant annual cash savings of greater than $100 million in 2026 growing to over $175 million in 2030, with cumulative savings of more than $1.6 billion over ten yearsSimplified structure to benefit shareholders through strengthened shareholder alignment, enhanced governance and increased economic return on investments Board authorized a $3 billion share repurchase program; $2 billion of shares intend ...
2 Exceptional Dividend Stocks Near 52-Week Lows You Could Regret Not Buying on the Dips
The Motley Fool· 2024-12-04 18:37
The benchmark stock indexes keep climbing to new heights, but there are plenty of attractive wallflowers at this dance. A couple of overlooked dividend payers offer high yields and reliable dividend payout growth, but you wouldn't know it by looking at their stock prices.Shares of W.P. Carey (WPC -0.38%) and Royalty Pharma (RPRX -0.34%) were beaten down to 52-week lows not long ago, and they've only recovered a little. Let's kick the tires on these stocks to see why adding them to a diversified portfolio at ...
Royalty Pharma Announces Inaugural Prize for Impact in Healthcare
GlobeNewswire News Room· 2024-11-15 05:30
Royalty Pharma inaugural Prize for Impact in Healthcare awarded to Michael Milken, the founder of the Milken Institute, Faster Cures & the Prostate Cancer FoundationThe Prize includes a charitable donation to further fund medical research NEW YORK, Nov. 14, 2024 (GLOBE NEWSWIRE) -- Royalty Pharma plc (Nasdaq: RPRX) today announced the inaugural Royalty Pharma Prize for Impact in Healthcare, which honors individuals or organizations who positively impact healthcare, was awarded to Micheal Milken. The prize i ...
Royalty Pharma: Massive Opportunity Ahead
Seeking Alpha· 2024-11-09 13:46
公司业绩相关 - Royalty Pharma plc (NASDAQ: RPRX)宣布第三季度业绩符合预期[1] - 公司第三次连续适度提高2024年展望 展望中点提高3750万美元反映出稳固的投资组合业绩[1] 分析师相关 - 分析师在RPRX股票中拥有有益的多头头寸 可通过股票所有权、期权或其他衍生品实现[2] - 文章表达分析师自己的观点 除了来自Seeking Alpha没有接受其他报酬[2] - 分析师与文章中提到股票的任何公司没有业务关系[2]
Compared to Estimates, Royalty Pharma (RPRX) Q3 Earnings: A Look at Key Metrics
ZACKS· 2024-11-07 07:01
Royalty Pharma (RPRX) reported $735 million in revenue for the quarter ended September 2024, representing a year-over-year increase of 15.4%. EPS of $1.04 for the same period compares to $0.79 a year ago.The reported revenue represents a surprise of +3.39% over the Zacks Consensus Estimate of $710.89 million. With the consensus EPS estimate being $0.95, the EPS surprise was +9.47%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to det ...
Royalty Pharma(RPRX) - 2024 Q3 - Earnings Call Transcript
2024-11-07 01:28
财务数据和关键指标变化 - 公司在2024年第三季度实现了15%的收入增长,Portfolio Receipts和Royalty Receipts均增长 [8][11] - 2024年全年Portfolio Receipts预期在27.5亿到28亿之间,Royalty Receipts预计增长11%到13% [11][39] 各条业务线数据和关键指标变化 - 主要增长驱动力包括Trelegy、Evrysdi、Tremfya等产品的强劲表现 [26] - Cobenfy、Voranigo和Tremfya的FDA批准被视为未来的重要增长动力 [10] 各个市场数据和关键指标变化 - 公司在2023年已实现775百万的合成特许权交易,2024年已达800百万,显示出合成特许权的快速增长 [25][37] - Chronic GvHD市场的需求显著,Niktimvo的推出预计将填补这一领域的空白 [16][66] 公司战略和发展方向和行业竞争 - 公司继续积极收购新特许权,2024年资本部署已达26亿 [9][30] - 合成特许权被视为未来增长的重要机会,预计将成为越来越重要的融资方式 [24][25] 管理层对经营环境和未来前景的评论 - 管理层对2024年的表现感到满意,并对未来的增长持乐观态度,认为公司在快速增长的特许权市场中保持领先地位 [44][45] - 管理层强调了公司在多样化投资组合中的持续双位数增长能力 [58] 其他重要信息 - 公司在2023年和2024年分别进行了95百万和180百万的股票回购,显示出对自身价值的信心 [33][36] - 公司预计未来五年将有200亿美元的资本可用于投资 [34] 问答环节所有提问和回答 问题: 关于Cobenfy的标签 - 管理层对Cobenfy的批准表示满意,认为其标签表现良好,并期待其市场表现 [48][50] 问题: CF业务的增长 - 管理层认为CF业务仍有增长潜力,尽管面临大数法则的挑战 [52][54] 问题: Niktimvo的市场渗透和销售峰值 - 管理层对Niktimvo的市场需求持乐观态度,认为其将满足未被满足的患者需求 [66] 问题: 2025年的展望 - 管理层认为目前讨论2025年为时尚早,但对现有投资组合的增长潜力感到乐观 [70] 问题: Cobenfy与竞争产品的关系 - 管理层认为新产品的竞争是市场发展的良好信号,能够推动整体市场的增长 [78] 问题: Tremfya在UC中的市场定位 - 管理层认为Tremfya在UC市场中有显著的增长机会,尽管具体的市场定位可能因支付者的不同而有所变化 [81]
Royalty Pharma(RPRX) - 2024 Q3 - Earnings Call Presentation
2024-11-07 01:27
业绩总结 - Royalty Pharma在2024年第三季度的投资组合收入同比增长15%,达到2,750百万至2,800百万美元的预期[7] - 2024年第三季度的版税收入为732百万美元,同比增长15%[21] - 2024年第三季度的投资组合收入为735百万美元,同比增长15%[21] - 调整后的EBITDA为679百万美元,占投资组合收入的92.5%[21] - 2024年全年的Royalty Receipts增长预计为11%至13%[7] - Royalty Pharma的全年度投资组合收入预期为2,775百万美元,较之前的2,700百万美元有所上调[7] 资本部署与回购 - 2024年第三季度,资本部署达到12亿美元,年初至今总计约26亿美元[7] - 公司在2024年前九个月回购了9500万美元的股份[7] - 公司在2024年前九个月回购了约180百万美元的股票,约合700万股[22] 收购与新产品 - Royalty Pharma收购了Syndax/Incyte的Niktimvo合成特许权,前期支付3.5亿美元,预计在美国销售中享有13.8%的特许权[12] - Niktimvo预计在2025年第一季度之前上市,针对慢性移植物抗宿主病(cGvHD)的市场需求显著[12] - Royalty Pharma还收购了Ascendis的Yorvipath合成特许权,前期支付1.5亿美元,预计在美国销售中享有3%的特许权[14] - 2024年,Royalty Pharma的合成特许权交易创下记录,交易总值超过6.64亿美元[18] 现金流与财务状况 - 2024年第三季度的投资组合现金流为617百万美元,占投资组合收入的84.0%[21] - 截至2024年9月30日,现金及现金等价物为950百万美元,未使用的循环信贷额度为18亿美元[22] - 2024年预计的利息支出约为160百万美元[29] 未来展望与研发 - 2024年预计的里程碑和其他合同收入将从2023年的599百万美元下降至约30百万美元[29] - 公司在晚期开发的项目中潜在的特许权使用费超过40个[47] - 公司在心衰领域的omemactiv mecarbil处于II期开发阶段[47] - 公司在血癌和实体瘤领域的tulmimetostat(CPI-0209)处于II期开发阶段[47] - 公司在心血管疾病领域的olpasiran处于III期开发阶段[47] 负面信息 - Trodelvy在1L转移性三阴性乳腺癌(ASCENT-03)中的III期结果尚未公布[46] - pelacarsen在心血管疾病中的III期结果尚未公布[46] - aficamten在阻塞性肥厚型心肌病中的FDA和EMA申请已提交[46] - Tremfya在克罗恩病中的FDA和EMA决定尚未公布[46] - Cobenfy在附加性精神分裂症中的III期结果尚未公布[46] - TEV-'749在精神分裂症中的III期安全性结果尚未公布[46]