管理层表示，奥布替尼强劲增长主要受益于独家适应症MZL持续放量推动、r/r CLL/SLL市场份额提升 以及DOT延长。基于一季度好于预期的销售表现，管理层将全年奥布替尼收入增速从原先的30%YoY上 调至35%YoY，公司预计MZL对整体奥布替尼收入贡献占比由2024年30%提升至2025年的50%。 适应症拓展方面，奥布替尼已于4月获批1L CLL/SLL，目前公司正在积极准备该适应症的国谈。临床进 展方面，国际PPMS试验(N=700+)预计将在二季度末录入首例病人，SPMS试验(N=900+)预计将在三季 度末四季度初录入首例病人，两项国际临床预计需要花3-4年时间完成；中国ITP适应症有望于1H26递 交上市申请(预计今年完成病人入组及随访)，中国2b期SLE数据有望在4Q25读出，与BCL2联用治疗1L CLL/SLL中国3期已于3月启动入组(预计今年底完成患者入组)。 智通财经APP获悉，诺诚健华(09969)再涨超3%，截至发稿，涨3.4%，报9.72港元，成交额2166.54万港 元。 消息面上，近日，诺诚健华发布一季度业绩，实现总营业收入3.81亿元，同比增长129.92%;归属股东净 利 ...

Papa John’s International, Inc. (PZZA) reported first-quarter fiscal 2025 results, with adjusted earnings and revenues beating the Zacks Consensus Estimate. The top line increased year over year, while the bottom line declined from the prior-year quarter’s figure.Following the results, the PZZA stock gained 15.9% during yesterday’s trading session. Investors responded positively to the company’s progress in driving traffic and transactions through strategic initiatives. Management highlighted sequential imp ...

Financial Data and Key Metrics Changes - The company reported total revenues of $244.3 million for Q1 2025, representing a 19% increase year-over-year [7][28] - Debut net product sales were $84.6 million, up 11% from the previous year, while NUPLAZID sales reached $159.7 million, reflecting a 23% increase year-over-year [8][30] - R&D expenses increased to $78.3 million from $59.7 million in Q1 2024, and SG&A expenses rose to $126.4 million from $108 million in the same period [31] Business Line Data and Key Metrics Changes - Debut sales showed a significant increase in unique patients receiving shipments, reaching an all-time high of 954, up from 920 in Q4 2024 [11][12] - NUPLAZID's growth included a 6% increase in volume, with the remainder attributed to one-time changes in gross to net [8][30] - The company expects continued growth in both brands, with a focus on expanding patient engagement and community reach [7][9] Market Data and Key Metrics Changes - The company is preparing for a strong launch of Debut in Europe, anticipating EMA approval in Q1 2026, with a substantial market opportunity for Rett syndrome patients [14][15] - The U.S. market for NUPLAZID continues to show strong momentum, with a nearly 30% increase in awareness of Parkinson's-related hallucinations and delusions since the launch of the More to Parkinson's campaign [17][18] Company Strategy and Development Direction - The company is focused on executing strategic priorities, including accelerating Debut's commercial trajectory, capitalizing on NUPLAZID's momentum, and advancing its pipeline [33][34] - The upcoming R&D Day is expected to provide insights into the company's development strategy and showcase innovations across its pipeline [24][34] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the sustainability of Debut's growth and reiterated full-year sales guidance for both Debut and NUPLAZID [8][9] - The company is optimistic about the upcoming results from the COMPASS PWS Phase III study, with top-line results expected by Q4 2025 [19][33] Other Important Information - The company has a strong cash balance of $681.6 million as of March 31, 2025, despite a sequential decline due to significant payments made [31] - The company is actively looking for strategic transactions to expand its portfolio, particularly in areas of high unmet medical need [84] Q&A Session Summary Question: What does good 101 data look like and how does it relate to FDA discussions? - Management indicated that statistically significant results demonstrating a clinically meaningful impact on hyperphagia would be considered good data [39] Question: How should we model a European price for Debut? - Management expressed confidence in obtaining a strong EU price that reflects the value provided to the Rett community, while monitoring potential pricing risks [40][41] Question: What are the key growth drivers for NUPLAZID and Debut from Q1 to Q2? - Management highlighted that volume will drive performance, with expectations for continued patient engagement and operational improvements [48][49] Question: What is the confidence level for EMA approval for trofinetide? - Management expressed confidence in the EMA approval process, noting that they are on track with the timeline and have received no indications of issues [82] Question: How does the company view its positioning against competitors in the Prader Willi market? - Management believes there is room for multiple therapies in the Prader Willi space, emphasizing the complex needs of patients and the potential for combination therapies [95]

这家烟草巨头发布的第一季度财报超出市场普遍预期。该公司指出，持续的销量增长支撑了其强劲的营 收表现和利润率扩张。该公司调整后运营利润为37.9亿美元，高于市场普遍预期的36.1亿美元;每股收益 报1.69美元，高于市场预期的1.61美元和去年同期的1.50美元。值得注意的是，该公司的无烟业务在本 季度占总净营收的42%，贡献了总毛利润的44%。其无烟产品已进入95个市场，其中多品类无烟产品组 合已部署至46个市场。 分析师表示："我们的基本预测是，未来五年有机销售增长(OSG)保持6-8%，按固定汇率计的每股收益 增长9-11%，但我们认为菲利普莫里斯实现我们牛市情景(9%以上的OSG和11-13%的每股收益增长)的可 能性在提高。" 摩根士丹利将美国烟草巨头菲利普莫里斯(PM.US)列为最值得投资者持有的必需消费品股之一，予该 股"增持"评级。大摩分析师Dara Mohsenian认为，菲利普莫里斯在增长稀缺的消费品环境中是一只"异 类"，该公司不仅拥有防御性产品组合，还受益于美元走弱。这只烟草股被特别指出，在巨型市值消费 品同行中，具有最高的长期增长潜力，但根据长期有机销售增长与2026年市盈率的回归分析 ...

新能源车表现尤为亮眼，4月份上汽销售新能源车12.8万辆，同比猛增71.7%，销量规模创今年新高；今 年1-4月份上汽累计销售新能源车40.1万辆，同比增长40.9%。 今年1-4月，上汽海外销量达30.6万辆，继续位居行业前列，未来将打造包括SUV、轿车、MPV、皮卡在 内的17款全新海外车型，加快覆盖全球市场。 今年1-4月，上汽自主品牌整车销量达到85.1万辆，同比增长24.4%；占集团销量的比重达到64.4%，较上 年同期提升7.1个百分点。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ 会议详情 I C C S I N O -广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：电动知家 5月5日， 上汽集团今日公布4月销售数据。数据显示， 上汽4月整车销量达37.7万辆，同比增长4.6%；1- 4月，上汽累计批售132.1万辆，同比增长10.7%。上汽实现今年以来单月销量"同比四连涨"。 会议主办： 鑫椤资讯 会议时间： 2025年7月8-9日（8号报到） 会议地点 ...

Core Viewpoint - Mettler-Toledo International (MTD) reported strong first-quarter 2025 results, with a positive outlook driven by growth in the laboratory business and recent innovations, despite a year-over-year decline in earnings and sales [1][2]. Financial Performance - Adjusted earnings for Q1 2025 were $8.19 per share, exceeding the Zacks Consensus Estimate by 3.67%, although this represents a 7.9% decline year-over-year [1]. - Net sales reached $883.744 million, surpassing the Zacks Consensus Estimate by 1%, but declined 5% on a reported basis and 3% on a local currency basis compared to the previous year [2]. Segment Performance - MTD's revenues were categorized into three segments: Laboratory Instruments ($500 million, 56.6% of net sales), Industrial Instruments ($341 million, 38.6%), and Food Retail ($42 million, 4.8%) [3]. - The Laboratory and Industrial segments experienced a year-over-year decline of 3% and 1% respectively in local currency, while the Food Retail segment saw a 12% decrease [3]. Geographic Sales Breakdown - Sales distribution included $378 million (42.8%) from the Americas, $248 million (28.1%) from Europe, and $258 million (29.2%) from Asia/Rest of the World [4]. - Year-over-year sales in the Americas and Asia/Rest of the World declined by 1% and 2% respectively, while Europe experienced a 7% decline [4]. Operating Results - The gross margin improved to 59.6%, an increase of 40 basis points year-over-year [5]. - Research & development (R&D) expenses were $46.3 million, a slight decrease of 0.1% from the previous year, while selling, general & administrative (SG&A) expenses rose by 3.6% to $242.8 million [5]. - The adjusted operating margin was reported at 26.8%, down 210 basis points from the prior year [6]. Balance Sheet & Cash Flow - As of March 31, 2025, Mettler-Toledo had cash and cash equivalents of $64.291 million, an increase from $59.362 million at the end of 2024 [7]. - Long-term debt stood at $1.89 billion, with cash generated from operating activities at $194.5 million, down from $266.2 million in the previous quarter [7]. Future Guidance - For Q2 2025, Mettler-Toledo expects sales to increase by 0-1% in local currency compared to the previous year, with adjusted earnings projected between $9.45 and $9.70 per share, reflecting a growth rate of down 2% to up 1% [8]. - The Zacks Consensus Estimate for Q2 revenues is $949.6 million, indicating a year-over-year increase of 0.3%, while the consensus for earnings is $10.22 per share, representing a 5.91% increase from the previous year [9]. - For the full year 2025, Mettler-Toledo anticipates a sales increase of approximately 1% to 2% in local currency compared to 2024, with adjusted earnings expected between $41.25 and $42 per share, indicating 0-2% growth [10].

智通财经5月5日电，新加坡3月零售销售同比增长1.1%。 ...

5月2日消息，雅诗兰黛集团公布了2025财年第三季度财报。雅诗兰黛集团总裁兼首席执行官司泰峰 （Stéphane de La Faverie）表示，2025财年第三季度，雅诗兰黛实现了有机销售额的预期 ，并超出了盈 利预期，高端美妆产品在美国、中国和日本等战略市场份额提升， 线上业务实现中个位数的有机净销 售额增长。 泰峰表示，除旅游零售外，雅诗兰黛全球业务有机销售额环比改善。" 随着旅游零售业务的战略调整积 极推进，以契合当前的行业趋势和市场环境；以及如果关税问题能够有效解决 ，减轻潜在负面影响， 我们有信心在2026财年恢复销售增长。 " 据悉，与 2024 年 2 月相比，雅诗兰黛正在精简 20%的中层管理职位，实现了 30%的费用削减。自 4 月 1 日起，集团新执行团队已经就位，管理层级减少。从 2026 财年开始， 损益表将由各区域负责。（刘 丽丽） 责任编辑：何俊熹 财报显示，雅诗兰黛有机净销售额下降9% ，剔除旅游零售业务后，有机净销售额下降3%，相较于第二 财季4%的下降幅度有所改善；在纯电商和第三方平台的推动下，线上渠道有机销售额实现了中个位数 增长；摊薄每股收益下降33%，远好于预期；毛 ...

南非四月新车销售同比增长11.9%，市场预计增长5.0%。 ...

LeMaitre Vascular (LMAT) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Dorian LeBlanc - CFOGeorge LeMaitre - Chairman & CEOShaymus Contorno - Equity Research AssociateDavid Roberts - President & DirectorMichael Petusky - Managing DirectorRick Wise - Managing Director - Medical Technology & SuppliesDaniel Stauder - Director - Equity Research Conference Call Participants Michael Sarcone - AnalystFrank Takkinen - Senior Research AnalystJim Sidoti - AnalystBrett Fishbin - Vice President & ...