周二，礼来公司（NYSE: LLY）宣布，预计2024年全年全球收入约为450亿美元，同比增长32%，而市场普遍预期为455亿美元。礼来预计2024年第四季度营收约为135亿美元，同比增长45%，而市场普遍预期为139.7亿美元。 预计2024年收入比第三季度的指引低4亿美元，约3%。该指引包括 Mounjaro 的约35亿美元和 Zepbound 的约19亿美元销售额。 除了 Mounjaro 和 Zepbound 的采纳，在第四季度礼来的肿瘤学、免疫学和神经科学药物的表现也很强劲。非促胰素收入同比增长了20%。 “尽管与去年同期相比，美国促胰素市场增长了45%，我们的前期指引预期本季度增速会更快。此外，年末低于预期的渠道库存也影响了我们第四季度的业绩。我们继续在制造建设方面取得进展，并且第四季度所有剂量的 tirzepatide 在美国市场都能供应，”礼来公司董事长兼首席执行官 David Ricks 表示。“我们其他药物的表现符合我们的预期。” Ricks 补充说：“我们将在今年上半年新增制造能力，预计促胰素的销售剂量比2024年上半年至少增加60%。” 公司还分享了2025年收入指引，预计销售额在580亿美元到610亿美元之间，市场普遍预期为586亿美元。 礼来预计2025年收入增长的贡献主要来自新的礼来药物如 Jaypirca、Ebglyss、Omvoh 和 Kisunla；现有礼来药物新适应症的批准；Mounjaro 在更多全球市场的上市，以及包括imlunestrant治疗转移性乳腺癌等新药物的潜在上市。促胰素市场和渠道动态已包含在2025年的收入指引范围内。 价格变化：截至周二，礼来公司股票下跌了8.03%，至775.10美元。 阅读下一个： 美股中概股受强劲贸易数据、央行支持以及高盛预测的20%增长刺激上涨。 照片由Jonathan Weiss通过Shutterstock拍摄

以上内容来自Benzinga Earnings专栏，原文如下：

On Tuesday, Eli Lilly and Co (NYSE: LLY) announced that it expects 2024 full-year worldwide revenue to be approximately $45.0 billion, representing a 32% growth compared to the previous year versus the consensus of $45.50 billion.

Eli Lilly expects fourth-quarter 2024 revenue of approximately $13.5 billion, representing a 45% year-over-year growth compared to the consensus of $13.97 billion.

The company’s expected 2024 revenue is $400 million, or about 3%, below the guidance range issued during the third-quarter earnings. The guidance includes approximately $3.5 billion for Mounjaro and $1.9 billion for Zepbound.

Also Read: Eli Lilly Scoops Up Scorpion Therapeutics’ Early-Stage Cancer Program For $2.5 Billion

In addition to the uptake of Mounjaro and Zepbound, Lilly saw a strong performance in its oncology, immunology, and neuroscience medicines in the fourth quarter. In total, non-incretin revenue grew by 20% year-over-year.

“While the U.S. incretin market grew 45% compared to the same quarter last year, our previous guidance had anticipated even faster acceleration of growth for the quarter. That, in addition to lower-than-expected channel inventory at year-end, contributed to our Q4 results. We continued to make progress on our manufacturing build-out, and U.S. supply across all doses of tirzepatide was available throughout Q4,” said David Ricks, Lilly chair and CEO. “The rest of our medicines performed within our expectations.” 

“We’ll also bring additional manufacturing capacity online and expect to produce at least 60% more salable doses of incretins in the first half of the year compared to the first half of 2024,” Ricks added.

The company also shared 2025 revenue guidance, anticipating sales between $58.0 billion and $61.0 billion compared to the consensus of $58.6 billion.

Lilly anticipates revenue growth contributions in 2025 from new Lilly medicines such as Jaypirca, Ebglyss, Omvoh and Kisunla; approvals of new indications for existing Lilly medicines; launches of Mounjaro in additional worldwide markets, as well as potential launches of new medicines such as imlunestrant for metastatic breast cancer. Incretin market and channel dynamics have been factored into the 2025 revenue guidance range.

Price Action: LLY stock is down 8.03% at $775.10 at the last check on Tuesday.

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Photo by Jonathan Weiss via Shutterstock