Basilea Pharmaceutica Ltd (CHIX:BSLNz)
CHF 55.3 +0.90 (+1.65%) Market Cap: 668.44 Mil Enterprise Value: 659.41 Mil PE Ratio: 9.47 PB Ratio: 8.23 GF Score: 70/100
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Full Year 2024 Basilea Pharmaceutica AG Allschwil Earnings Call Transcript

Feb 18, 2025 / 03:00 PM GMT
Release Date Price: CHF44.35 (+9.10%)

Key Points

Positve
  • Basilea Pharmaceutica Ltd (XSWX:BSLN) reported a strong financial performance for 2024, with a tripling of operating profit and a fivefold increase in operating cash flow compared to 2023.
  • The company's key product, Crescemba, saw a 20% increase in global in-market sales, contributing to a 30% year-on-year increase in related revenue.
  • Basilea secured significant non-diluted funding for research and development projects, including a $268 million agreement with BADA.
  • The FDA approved Zetera in the US for a broad range of indications, and Basilea announced a partnership with Aviva Specialty Therapeutics for its commercialization.
  • Basilea expanded its portfolio by acquiring a pre-clinical stage antibiotic program targeting gram-negative bacteria and initiated phase 3 studies for its antifungal phosphoogeics.
Negative
  • Despite strong sales, Crescemba's market exclusivity is set to expire in 2028, which could lead to generic erosion and a decline in sales.
  • The company decided not to pursue the development of the endolysin antibioticstenabbicase after pre-clinical evaluation, indicating potential setbacks in their pipeline.
  • There is a temporary expected decrease in product revenue due to a decrease in product supply to Pfizer.
  • Basilea anticipates a 14% increase in R&D expenses in 2025, which could impact profitability despite non-diluted funding.
  • The company faces challenges in accelerating phase 3 enrollment for its antifungal programs, which could delay product launches.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BSLN.S - Basilea Pharmaceutica AG Allschwil
Full Year 2024 Basilea Pharmaceutica AG Allschwil Earnings Call
Feb 18, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello, I'm David Veitch, CEO of Bazilaya, and I would like to welcome you to our conference call and webcast, reviewing our financial results and key achievements for the full year 2024, as well as highlighting our key future value drivers.

For further detailed information, please see the ad hoc announcement issued this morning and also our annual report.

Both these documents are available on our website at basilaa.com.

I'd like to mention that this call contains forward-looking statements.

Joining me on our call today, Odesh Cowell, our Chief Financial Officer, and Doctor Mark Engelhardt, our Chief Medical Officer.

I'd like to start with our key
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