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安斯泰来Astellas Pharma(4503)2025财年第三季度财务业绩信息会议演示文稿「TSX」(英文版)(45页).pdf

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1、2026 ASTELLAS PHARMA INC.AND ITS AFFILIATES.Q3 YTD/FY2025 Financial ResultsAtsushi KitamuraChief Financial Officer(CFO)Astellas Pharma Inc.February 4,202622026 ASTELLAS PHARMA INC.AND ITS AFFILIATES.In this material,statements made with respect to current plans,estimates,strategies and beliefs and o

2、ther statements that are not historical facts are forward-looking statements about the future performance of Astellas Pharma.These statements are based on managements current assumptions and beliefs in light of the information currently available to it and involve known and unknown risks and uncerta

3、inties.A number of factors could cause actual results to differ materially from those discussed in the forward-looking statements.Such factors include,but are not limited to:(i)changes in general economic conditions and in laws and regulations,relating to pharmaceutical markets,(ii)currency exchange

4、 rate fluctuations,(iii)delays in new product launches,(iv)the inability of Astellas to market existing and new products effectively,(v)the inability of Astellas to continue to effectively research and develop products accepted by customers in highly competitive markets,and(vi)infringements of Astel

5、las intellectual property rights by third parties.Information about pharmaceutical products(including products currently in development)which is included in this material is not intended to constitute an advertisement or medical advice.Information about investigational compounds in development does

6、not imply established safety or efficacy of the compounds;there is no guarantee investigational compounds will receive regulatory approval or become commercially available for the uses being investigated.Cautionary Statement Regarding Forward-Looking Information32026 ASTELLAS PHARMA INC.AND ITS AFFI

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1. **财务表现强劲**:Q3 YTD/FY2025营收同比增长10.2%(+1483亿日元),核心营业利润大增48.6%(+1445亿日元),核心营业利润率提升至27.6%(+7.1ppt)。FY2025全年预测上调,营收、核心/营业利润分别上调700亿、300亿、1000亿日元。 2. **战略品牌增长**:战略品牌(PADCEV、IZERVAY等)营收同比增长超1000亿日元(+45%),其中PADCEV(膀胱癌)和VYLOY(胃癌)表现突出,管线进展显著。 3. **成本优化成效**:可持续利润转型(SMT)进展超前,Q3 YTD节省成本约200亿日元,SG&A比率同比改善2.7ppt。 4. **管线进展**:PADCEV获美国批准,VYLOY联合疗法数据积极;ASP3082(胰腺癌)和ASP2138(胃癌)进入III期准备阶段。
**业绩增长动力?** **新药进展如何?** **成本优化成效?**
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