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zlwcw

木虫 (著名写手)

应助: 1 (幼儿园)
金币: 2021.1
散金: 225
红花: 8
帖子: 1274
在线: 219.7小时
虫号: 530429
注册: 2008-03-21
性别: GG
专业: 代谢性疾病药物药理

[交流] 【转帖wuxiQ2季度营收超预期已有1人参与

凤凰财经网药明康德Q2季度营收超预期全年盈利预期乐观2010年07月15日 20:31i美股公布了截至2010年6月30日的第2季度的财务报表。

财报显示，该公司第2季度总营收为8100万美元，比去年同期增长了21%；毛利润为3270-3320万美元，比去年同期增长了21%-23%；净利润为1330-1400万美元，比去年同期降低了9%-5%；每股收益为0.18-0.19美元，比去年同期降低了11%-7%。

同时，药明康德的管理层还对季报发表了讲解，公司还给出了2010年全年的财务预期，具体如下：
Management Comment
“We are delighted to report preliminary second-quarter and first-half 2010 financial results that were
above our expectations,” said Dr. Ge Li, Chairman and CEO of WuXi PharmaTech. “Revenue
growth of 21% for the second quarter and 28% for the first half reflected solid, double-digit growth in
all of our businesses and increasing demand for our services. Margins were also strong. Excluding
one-time costs relating to the pending combination with Charles River Laboratories of $2.9 million,
net income and diluted EPS growth rates were solid for both the second quarter and the first half.
“We met or exceeded all of our second-quarter 2010 guidance. Revenues of $81.0 million were
above our projection of $76-$78 million. Year-over-year growth in net revenues of China-based
Laboratory Services of 18% was at the higher end of the expected range of 16-18%. And as we
projected, GAAP and non-GAAP gross margins in the second quarter were better than comparable
first-quarter 2010 gross margins. Our strong results in the second quarter lead us to increase our
financial guidance for full-year 2010.
“Our strong financial performance is compelling evidence that WuXi’s business model is working
well,” Dr. Li continued. “The world’s leading pharmaceutical, biotechnology, and medical device
companies are seeking to improve their R&D productivity by outsourcing more of their R&D
operations to high-quality, cost-effective suppliers like WuXi. Increasingly these companies are
also offshoring R&D services to China, which offers world-class facilities and superior scientific
talent at a fraction of costs in the United States and Europe and where WuXi is by far the leading
R&D service organization.
“WuXi’s goal is to build a uniquely broad, integrated platform of R&D services,” Dr. Li concluded.
“We believe the proposed combination with Charles River Laboratories will accelerate achievement
of our goal. It will create the premier early-stage CRO, one that will provide a complete range of
R&D services from compound synthesis through first-in-human clinical trials. We believe that the
opportunity to combine complementary operations of these two CRO leaders and to achieve
significant revenue synergies through cross-selling will provide shareholders of both companies
with substantial value far greater than that available from the two companies on their own. Offering
much broader services will help our customers to improve the success of discovery and shorten the
development time of new pharmaceuticals.”
2010 Financial Guidance
The Company is pleased to provide the following update to its previous financial guidance for 2010:
• Total net revenues of $320-325 million, which represents 19-20% growth, compared to earlier
guidance of total net revenues in the upper end of the $310-320 million range
• Growth in net revenues of China-based Laboratory Services of 16-18%, compared to earlier
guidance of net revenue growth of 13-16%
• Double-digit growth in net revenues of U.S.-based Laboratory Services, compared to earlier
guidance of growth in mid single digits
• Growth of net revenues of Manufacturing Services of at least 70%, the same as earlier guidance
• Decline in GAAP and non-GAAP gross margins of two to three percentage points, compared to
earlier guidance of a decline of two to five percentage points
• Growth in non-GAAP operating income of 10-15%, compared to earlier guidance of growth in
the upper end of the 0% to 10% range

管理层评价

药明康德的总裁兼首席执行官李革博士表示，"很高兴看到，二季度以及2010年上半年的财务结果超出了我们的预期，二季度营收增长了21%，上半年总计增长了28%，此外，我们的业务和市场需求都呈两位数增长，利润率也很高。除了正在和美国查尔斯河试验室国际公司（Charles River Laboratories International Inc）洽谈的合并的一次费用有290万美元，净收入和每股净收益增长率在上半年都很稳定"。

"我们与其说达到了，不如说超越了对于2010年的发展目标。8100万美元的收入超过了我们之前预期的7600-7800万美元，来自向中国实验室服务的净收入同比增长了18%，达到了之前预计的16%-18%的最高值。不管是根据通用会计准则还是非通用会计准则，二季度的利润要高于一季度的利润。二季度的优异表现将使我们进一步超越2010年的全年发展目标。"

"我们强劲的财务表现是令人信服的证据，证明药明康德的商业模式运作良好。"李博士继续说到。"世界领先的制药、生物技术和医疗设备公司正在寻求提高他们的研发效率，将他们的研发运作外包给高质量、高成本效率的供应商，比如说药明康德。这些公司也越来越多地将研发外包到中国，中国提供了世界级的设备和优越的科研人才，这些在欧美要花费很大的成本。药明康德就是中国这样一个领先的研发服务机构。

"药明康德的目标是建立一个提供宽泛、综合的研发服务平台。"李博士总结到。"我们相信，与Charles River实验室的合作将会加快我们的目标。这将会创造早期的医药研发外包，将提供一个研发服务的全部流程，从化合物的合成到首次临床试验。我们相信，有机会将这两家医药研发外包的领先者互补优势得结合起来，并且通过交叉销售得到协同增效的巨大收益。这些机会将会给两家公司的股东提供远远大于两家各自带来的收益。提供更广泛的服务将帮助我们的客户发现成功，并缩短新药开发的时间。

2010年财务指导

本公司乐于为2010年财务指导提供以下更新：

总净收益为3.2亿到3.25亿美元之间，比上次增加19%到20%，前期财务指导总净收益为3.1亿美元到3.2亿美元之间。

以美国为基础的实验室服务净收益实现两位数增长，与此相比，前期财务指导净收益实现一位数增长。

生产服务净收益增长至少达到70%，与前期持平。

通用会计准则和非通用会计准则毛利下降2到3个百分点，前期财务指导此项下降2到5个百分点。

非通用会计准则运营收入增长10%到15%，前期财务指导此项增长0%到10%之间。

资本支出约为5000万美元，前期财务指导约为5000万到6000万美元之间。

实际税率为13%到15%，排除一次性交易成本，与前期持平。（来源：美通社）

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[ Last edited by zlwcw on 2010-7-16 at 00:48 ]

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