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随着癌症药物推动增长,阿斯利康的收益令投资者感到意外

AstraZeneca’s earnings surprise investors as cancer drugs fuel growth

BioPharma Dive | 2024-04-25 | 翻译由动脉网AI生成,点击反馈

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AstraZeneca’s revenue and profits grew at a rapid clip over the first three months of the year, beating Wall Street expectations as use of the British drugmaker’s flagship cancer drugs widened.

今年前三个月,阿斯利康的收入和利润快速增长,超过了华尔街的预期,因为这家英国制药商的旗舰抗癌药物的使用范围扩大。

Total company revenue climbed 17% to $12.7 billion and operating profit jumped 22% to $3.1 billion, compared to the first quarter last year, the company said.

该公司表示,与去年第一季度相比,公司总收入增长17%,达到127亿美元,营业利润增长22%,达到31亿美元。

Both the revenue and profit figures surpassed consensus forecasts by 7%, according to a note from Leerink Partners analyst Andrew Berens. The strong earnings were a recovery from the fourth quarter, when lower-than-expected sales and higher costs meant AstraZeneca missed profit estimates.

根据Leerink Partners分析师安德鲁·贝伦斯(AndrewBerens)的一份报告,收入和利润数字均超过普遍预测的7%。强劲的盈利来自第四季度的复苏,当时销售额低于预期,成本上升意味着阿斯利康未能达到利润预期。

However, executives didn’t change the company’s annual guidance, sticking to a forecast of “low double digit to low teens” percentage increase in revenue and core per-share earnings from 2023, which were $45.8 billion and $7.26 respectively.

然而,高管们并没有改变公司的年度指导方针,坚持预测自2023年起,公司收入和核心每股收益将分别增长458亿美元和726美元,增幅将达到“低两位数至低十几岁”。

AstraZeneca’s London-traded shares rose 6% following the earnings announcement, changing hands at a little over 12 British pounds at that market’s close.

阿斯利康(AstraZeneca)的伦敦交易股票在公布收益后上涨6%,在该市场收盘时以略高于12英镑的价格易手。

The company’s oncology division, led by lung cancer drug Tagrisso and immunotherapy Imfinzi, accounted for $5.1 billion of sales — up 23% year over year. Metabolic and cardiovascular drugs, which include the diabetes pill Farxiga and blood thinner Brilinta, accounted for another $3.1 billion and grew 20% over 2023..

该公司的肿瘤部门以肺癌药物Tagrisso和免疫疗法Imfinzi为首,销售额达51亿美元,同比增长23%。代谢和心血管药物,包括糖尿病药物Farxiga和血液稀释剂Brilinta,又占31亿美元,比2023年增长了20%。。

AstraZeneca hit an important milestone last year, booking nearly $46 billion in revenue to meet an objective CEO Pascal Soriot set a decade ago when the company was fending off a hostile takeover from Pfizer. The company met that goal by shifting its focus away from gastrointestinal, respiratory and cardiovascular medicines and toward oncology and rare diseases, as well as selling off rights to low-growth or shrinking drugs..

阿斯利康(AstraZeneca)去年取得了一个重要的里程碑,实现了近460亿美元的收入,以满足十年前该公司抵御辉瑞(Pfizer)恶意收购时CEO帕斯卡·索里奥特(PascalSoriot)设定的目标。该公司实现了这一目标,将重点从胃肠道、呼吸和心血管药物转移到肿瘤和罕见疾病,并出售低增长或收缩药物的权利。。

Investors are now increasingly looking to AstraZeneca’s pipeline to determine whether growth can be sustained as Farxiga and ovarian cancer drug Lynparza near the end of patent protection. The company will host a research and development event on May 21 to spotlight its pipeline.

投资者现在越来越期待阿斯利康的管道,以确定法西加和卵巢癌药物林帕扎在专利保护即将结束时能否持续增长。该公司将于5月21日举办一场研发活动,以突显其产品线。

In recent months, AstraZeneca has spent nearly $5 billion to acquire four companies. Two, Gracell Biotechnologies and Fusion Pharmaceuticals, are developing medicines in areas where AstraZeneca doesn’t yet have a large presence: cell and radioligand therapies.

最近几个月,阿斯利康斥资近50亿美元收购了四家公司。其中两个是Gracell Biotechnologies和Fusion Pharmaceuticals,它们正在阿斯利康尚未大量存在的领域开发药物:细胞和放射性配体疗法。

Upcoming clinical trial results are mostly in oncology, respiratory and rare diseases. However, the early-stage pipeline suggests AstraZeneca is exploring some higher-risk and competitive markets, too. For example, the company is testing in Phase 1 experimental drugs in obesity, Alzheimer’s disease and a type of cholesterol-lowering drug called a PCSK9 inhibitor..

即将进行的临床试验结果主要涉及肿瘤学,呼吸系统和罕见疾病。然而,早期的渠道表明,阿斯利康也在探索一些风险较高且竞争激烈的市场。例如,该公司正在测试肥胖,阿尔茨海默病和一种称为PCSK9抑制剂的降胆固醇药物的第一阶段实验药物。。

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