73 annotations
we know that the comparisons get easier in the second half for China
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2023 Q3
27 Nov 23
in a way more encouraged on the long term.
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2023 Q3
27 Nov 23
China playing out next year
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2023 Q3
27 Nov 23
2024 is also going to be more of a back half-weighted story
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2023 Q3
27 Nov 23
core PPD business
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2023 Q3
27 Nov 23
the long-term growth expectation for this business is high single digits plus the benefit of synergies
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2023 Q3
27 Nov 23
what is embedded in our 2023 is a $600 million decline in revenue for vaccines and therapies, and it also happens to be $600 million of activity in the year.
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2023 Q3
27 Nov 23
acquisition of PPD
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2023 Q3
27 Nov 23
Since our ownership, we've modeled in that this would be a declining portion of the business. It's actually been a headwind through all of our ownership on core organic growth.
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2023 Q3
27 Nov 23
Pfizer and Moderna are big customers of yours. They both have announced some R&D cuts
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2023 Q3
27 Nov 23
COVID impact to the PPD, the biopharma services business
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2023 Q3
27 Nov 23
excluding the COVID-related business. And that should be a little bit over 3% growth
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2023 Q3
27 Nov 23
we're expecting a runoff of $1.3 billion of COVID-related revenue in 2024. That would leave $300 million of revenue in 2024
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2023 Q3
27 Nov 23
how could 2024 play out based on what we know today.
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2023 Q3
27 Nov 23
biopharma your largest customer base,
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2023 Q3
27 Nov 23
China?
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2023 Q3
27 Nov 23
customers are saying, they're actually very bullish on the mid- to long term.
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2023 Q3
27 Nov 23
guidance
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2023 Q3
27 Nov 23
2023 has been an active year of M&A
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2023 Q3
27 Nov 23
We expect to deliver $125 million in adjusted operating income synergies in year five, driven by revenue synergies and cost efficiencies.
We expect this business to be a mid-teens revenue growth business for us well into the future.
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2023 Q3
27 Nov 23