Astellas Pharma (OTCPK:ALPM.Y) FY Earnings Call Presentation

Financial Performance & Strategy - Astellas' FY25 sales revenue reached ¥2 trillion[8] - Core operating profit margin for FY25 was 20.5%[7, 8] - The company aims to elevate profitability and invest in strategic brands and pipeline[14] - Astellas is implementing a disciplined cost optimization plan targeting ¥150 billion ($1.03 billion) in savings between FY24-27[46, 47] R&D and Pipeline - R&D expenses represent 17% of revenue[8] - The company is progressing R&D pipelines in synergy with Strategic Brands[20] - ASP3082 (setidegrasib) + mFOLFIRINOX shows objective responses in PDAC patients with KRAS G12D mutations, with an ORR of 58.3% (7/12) and a DCR of 83.3% (10/12)[35, 37] - ASP2138 in combination with Standard of Care drives striking anti-tumor activity in Gastric/GEJ adenocarcinoma irrespective of Claudin 18.2 Expression, with an ORR of 62.5% (15/24) and a 12-week DCR of 100.0% (6/6)[42, 45] Key Products & Market Access - Over 172 million patients in >70 countries are reached by Astellas products[8] - >1,300,000 men (FY2012-2024) treated globally with XTANDI[10]