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《美股》Regeneron(REGN.US)次季「王牌」消炎藥Dupixent銷售飆22%勝預期 料關稅影響有限
阿思達克 08-04 14:44
美國藥廠銀再生元(Regeneron)(REGN.US)公佈次季財務業績,收入按年增4%至36.8億美元,勝市場預期的32.8億美元。核心產品「王牌」消炎藥Dupixent全球淨銷售額(由Sanofi記錄)大增22%至43.4億美元,勝市場預期的41.4億美元。EYLEA HD美國淨銷售額急升29%至3.93億美元,但EYLEA HD及眼科藥EYLEA總銷售額則跌25%至11.5億美元。每股盈利方面,GAAP每股盈利增3%至12.81美元,非GAAP每股盈利升12%至12.89美元,遠勝市場預期的每股8.44美元。 業務亮點方面,美國食品藥品監督管理局(FDA)批準Lynozyfic用於複發性或難治性多發性骨髓瘤,並批準Dupixent用於大皰性類天皰瘡及慢性自發性蕁麻疹。FDA亦優先審查Libtayo用於輔助性皮膚鱗狀細胞癌的補充生物製品許可申請。此外,公司引進晚期雙GLP-1/GIP受體激動劑權利,並公佈肥胖症二期COURAGE試驗26週中期數據。 Regeneron董事局聯席主席兼行政總裁Leonard Schleifer稱,公司季績強勁,見諸EYLEA HD美國銷售,及Dupixent及Libtayo全球銷售顯着增長,以及獲得多項監管批準。歐盟與美國上週訂立貿協,所有進口美國品牌藥面臨15%關稅。隨着美國關稅細節進一度明確,Schleifer料15%關稅不會帶來重大影響。~
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