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安斯泰来Astellas Pharma(4503)2025财年第三季度财务业绩电话会议实录「TSX」(英文版)(26页).pdf

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1、 Astellas Pharma Inc.Financial Results for the Q3 of FY2025 February 4,2026 Support Japan 050.5212.7790 Tollfree 0120.966.744 Email Support 1 Event Summary Company Name Astellas Pharma Inc.Company ID 4503-QCODE Event Language JPN Event Type Earnings Announcement Event Name Financial Results for the

2、Q3 of FY2025 Fiscal Period FY2025 Q3 Date February 4,2026 Number of Pages 26 Time 16:00 17:18(Total:78 minutes,Presentation:26 minutes,Q&A:52 minutes)Venue Webcast Venue Size Participants Number of Speakers 4 Atsushi Kitamura Chief Financial Officer Tadaaki Taniguchi Chief Research and Development O

3、fficer Claus Zieler Chief Commercial&Medical Affairs Officer Nobuko Kato Chief Communications&IR officer Analyst Names*Hidemaru Yamaguchi Citigroup Global Markets Seiji Wakao JPMorgan Securities Akinori Ueda Goldman Sachs Hiroyuki Matsubara Nomura Securities Miki Sogi Sanford C.Bernstein Atsushi Sek

4、i UBS Securities Hiroshi Wada SMBC Nikko Securities Shinichiro Muraoka Morgan Stanley MUFG Securities Support Japan 050.5212.7790 Tollfree 0120.966.744 Email Support 2 *Analysts that SCRIPTS Asia was able to identify from the audio who spoke during Q&A or whose questions were read by moderator/compa

5、ny representatives.Support Japan 050.5212.7790 Tollfree 0120.966.744 Email Support 3 Presentation Kato:Thank you very much for joining us.This is the FY2025 Q3 earnings call.My name is Kato.Im serving as the moderator for today.I am Chief Communications and IR Officer.Today,following our presentatio

6、n,we will proceed to the Q&A session.The presentation will follow the presentation materials available on our website.The session,including Q&A,will be conducted with simultaneous interpretation in Japanese and English.Please note that we cannot guarantee the accuracy of the simultaneous interpretat

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1. **业绩增长**:FY2025 Q3营收1.601万亿日元(同比+10.2%),核心营业利润4421亿日元(同比+48.6%);全年营收预期上调至2.1万亿日元(+700亿),核心营业利润预期5200亿日元(+300亿)。 2. **战略品牌表现**:五大战略品牌(PADCEV、IZERVAY、VYLOY、VEOZAH、XOSPATA)Q3累计销售额超3500亿日元(同比+1093亿),其中PADCEV(1626亿,+39%)和VYLOY(461亿)增长强劲。 3. **成本优化**:通过SMT(可持续边际转型)计划,SG&A费用率同比改善2.7个百分点,累计成本优化6000亿日元,目标2027年达1.5万亿日元。 4. **管线进展**:PADCEV获美国MIBC适应症批准,VYLOY胃癌联合疗法III期启动;ASP3082(胰腺癌)和ASP2138(胃癌)计划III期试验。 5. **汇率影响**:全年汇率假设调整为1美元=150日元、1欧元=174日元,Q4预期1美元=154日元、1欧元=180日元。
**业绩增长动力?** **新药研发进展?** **成本优化策略?**
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