
格伦马克制药公司(Glenmark Pharmaceuticals)正在加速从以仿制药为主的业务模式向创新药物业务的转型,董事长兼首席执行官格伦·萨尔达尼亚(Glenn Saldanha)表示,该公司希望通过这些创新药物来扩大收入来源。萨尔达尼亚指出,随着格伦马克不断推进其研发管线并专注于开发具有差异化优势的疗法,预计创新药物将占公司收入的更大比例。他还表示,公司对目前正在研发中的几款新药充满期待,但并未透露更多细节。
Glenmark Pharmaceuticals is stepping up its shift away from a predominantly generics-led business towards innovative medicines, Chairman and Managing Director Glenn Saldanha said, as the drugmaker looks to build a larger revenue base from its novel products. Saldanha said the company expects a higher share of revenue to come from innovative drugs as Glenmark advances its pipeline and focuses on developing differentiated therapies. The company is also “excited” about a couple of molecules that it is currently working on, Saldanha said, without disclosing further details.
关于与艾伯维(AbbVie)的合作:萨尔达尼亚透露,格伦马克计划从与艾伯维的交易中提取7亿美元用于创新研发,以加强其研发管线,尤其是其多特异性抗体技术平台。今年7月,格伦马克与艾伯维签署了一项战略许可协议,该协议涉及一项处于研发阶段的药物,旨在支持公司的创新发展战略。
AbbVie deal to fund innovationGlenmark plans to deploy $700 million from its deal with AbbVie towards innovation, Saldanha said, underlining the company's strategy to use the proceeds to strengthen its pipeline, including its multi-specific antibody platform. In July this year, Glenmark entered into a strategic licensing agreement with AbbVie for its investigational drug, which is aimed at supporting the company's innovation-led growth strategy.GLP-1 opportunitySaldanha also spoke about Glenmark's plans to enter the GLP-1 segment with generic versions, as the company looks to participate in the growing market for diabetes and obesity treatments.
关于GLP-1领域:萨尔达尼亚还提到了格伦马克计划通过推出仿制药进入GLP-1(胰高血糖素样肽-1)治疗领域,以参与不断增长的糖尿病和肥胖症治疗市场。同时,他拒绝就塔塔集团(Tata Sons)旗下子公司的变动发表评论。
He also declined to comment on the churn at Tata Sons.US businessIn August, Glenmark Executive Director and Global Chief Financial Officer Anurag Mantri said the company's US business was expected to deliver another strong year, with revenue projected to exceed $430 million in FY27 and continue growing at 10–12% annually.
关于格伦马克在美国的业务:今年8月,格伦马克的执行董事兼全球首席财务官阿努拉格·曼特里(Anurag Mantri)表示,该公司在美国的业务预计将迎来又一个丰收年,预计2027财年的收入将超过4.3亿美元,并保持每年10%至12%的增长速度。新的呼吸系统药物的推出以及格伦马克位于蒙罗(Monroe)的制造设施的商业化运营将有助于推动业务增长。此外,他表示,格伦马克认为美国可能对仿制药征收的关税不会对公司的业务产生直接影响。
New respiratory launches and the commercial ramp-up of Glenmark's Monroe manufacturing facility were expected to support growth. The company also saw no immediate impact from potential US tariffs on generic drugs.
曼特里还强调,尽管原材料成本和物流费用不断上升,格伦马克仍有望实现21%至22%的息税折旧及摊销前利润(EBITDA)利润率。
Mantri had said Glenmark remained confident of delivering EBITDA margins of 21–22% despite rising input and logistics costs.
他预计印度、新兴市场和欧洲将继续推动增长,其中慢性病治疗、肿瘤学和呼吸系统疾病仍将是重点领域。截至下午12:16,Glenmark Pharmaceuticals的股价下跌2.16%,报2280.60卢比。该股在过去一个月中下跌了6.4%,但今年迄今仍上涨12.6%。
He expected India, emerging markets and Europe to continue contributing to growth, with chronic therapies, oncology and respiratory remaining key focus areas. Shares of Glenmark Pharmaceuticals were trading 2.16% lower at ₹2,280.60 at 12:16 pm. The stock has declined 6.4% over the past month but remains up 12.6% so far this year.