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降本增收!輝瑞Q2業績超預期,上調全年業績指引
格隆匯 07-30 20:46

當地時間週二,輝瑞公佈二季度業績,營收、利潤均超預期,並上調了今年的利潤指引。

受此影響,輝瑞美股盤前一度升超3%,現有所回落。今年以來,輝瑞的股價累計升超11%。

上調全年業績指引

二季度,輝瑞實現營收132.83億美元,略高於分析師預期的129.6億美元,同比增長3%,為2022年四季度以來首次實現增長

期間的每股收益為0.6美元,超過分析師平均預期的0.46美元,略低於去年同期的0.67美元。

展望全年,輝瑞預計,營收將處於595億美元-625億美元,高於此前預測的585億美元-615億美元;調整後每股收益在2.45美元-2.65美元,此前的預測為2.15美元-2.35美元。

輝瑞表示,預計其新冠病毒治療藥物Paxlovid的全年收入將為35億美元,高於之前預期的30億美元。

輝瑞指出,上調預期反映了其上半年的強勁表現,以及對業務“潛在實力”的信心。

降本增收

全球範圍內,新冠疫情的影響正在逐步消散,市場對輝瑞的擔憂也在加劇。

儘管輝瑞一直在努力闡釋,其新藥產品線可以抵消新冠疫苗等相關收入的大幅下降。不過,輝瑞去年的市值還是縮水了超過40%。

為了多元化業務,輝瑞去年以430億美元收購了專注於腫瘤學的醫藥公司Seagen,Seagen藥物的收入在二季度增加8.45億美元。

其中,抗癌藥物Padcev的收入超出預期,達到3.94億美元;治療心血管疾病的藥物Vyndaqel的收入達到13.2億美元,超過預期的11.2億美元,同比增長69%。

本月早些時候,輝瑞還表示,它正在推進一款減肥藥的研發,該藥將與諾和諾德的Wegovy等減肥藥相媲美。

輝瑞預計,這款減肥藥將於今年進入中期研發階段。

此外,輝瑞也在削減成本,公司希望到2024年底實現至少40億美元的成本節省。

在最新的財報中,輝瑞管理層表示,有望實現這一目標。

今年5月,輝瑞又啟動了一項成本削減計劃,到2027年底要節省15億美元。

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