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Pascal Soriot AstraZeneca · CEO
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Soriot 称预测中约 60% 的平均风险调整相对保守,支撑了对 2030 年后增长的信心。

我们对整个组合的风险调整约为 60%,并不算激进,过去我们的表现好得多,这也给了我信心。
原文 (en) our risk adjustment across the totality of the portfolio, about 60%. So it's not very ambitious. We've done much better than that in the past. So that's what also gives me confidence.

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Pascal Soriot 近期的其他言论

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索里奥提醒,生物学和疾病极为复杂,宣称AI能治愈癌症有些夸大。

如果我们在这个行业里待得足够久,很快就会学会谦逊。疾病是复杂的,生物学是复杂的。声称AI能治愈癌症,可能有点言过其实了。
原文 (en) If we remain active in the industry long enough, we quickly learn to be humble. Diseases are complicated, biology is complicated. Claiming that AI will cure cancer may be going a little too far,
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索里奥称未来一年 20 项高价值试验读出可能带来超 200 亿美元峰值年收入,其中相当部分将在未来几年兑现。

未来一年内,20 项“高价值试验读出”若结果积极,可带来超过 200 亿美元的年度峰值收入机会。索里奥宣称,其中“相当大一部分”将在未来几年“成为现实”。
原文 (en) Over the next year, 20 “high-value trial readouts” could, if positive, yield peak annual revenue opportunities surpassing $20 billion. “A significant part” of that total should “become reality over the next few years,” Soriot proclaimed.
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索里奥称,将 AI 更深地融入运营使阿斯利康能在不大幅增加人员的情况下增长,并且更快更聪明。

索里奥表示,AI 正在帮助公司“更快、更聪明”。阿斯利康可以“不增人而增长”,即无需像没有 AI 时那样增加那么多人手也能实现增长。
原文 (en) AI is helping "make us faster, smarter," Soriot said. AstraZeneca can "grow without growing," meaning it can "grow without adding as many people as you would have if you didn't have the use of AI."
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索里奥称阿斯利康研发管线进展强劲,未来 20 项高价值读数可能带来超 200 亿美元峰值收入,其中相当一部分将在未来几年兑现。

首席执行官索里奥告诉分析师,自 2 月以来公司已公布 12 个后期项目的积极结果并推出四款新药。未来一年 20 项“高价值试验读数”若为阳性,可能带来超过 200 亿美元的年度峰值收入机会。索里奥宣称其中“相当一部分”将在未来几年“成为现实”。
原文 (en) Since February, the company has reported positive results from 12 late-stage programs and brought four new drugs to market, CEO Pascal Soriot told analysts. Over the next year, 20 "high-value trial readouts" could, if positive, yield peak annual revenue opportunities surpassing $20 billion. "A significant part" of that total should "become reality over the next few years," Soriot proclaimed.
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Soriot 认为 Tagrisso 联用 Orpathys 可扩大一线使用并延长疗程,保护该产品线免受新竞争者冲击。

与 Orpathys 的联用有潜力推动更广泛的一线使用并延长以 Tagrisso 为基础的治疗时长,让患者留在 Tagrisso 上而不是换药,从而保护该产品线免受新进入者冲击。
原文 (en) The combination with Orpathys has the potential to drive both broader first-line use as well as longer Tagrisso-based treatment duration, keeping patients on Tagrisso rather than switching them off and therefore, protecting the franchise from newcomers.