周三，葛兰素史克（GSK Plc，纽约证券交易所代码：GSK）报告显示，其第四季度销售额为104亿美元（81.2亿英镑），同比增长1%，按固定汇率计算增长4%。分析师此前预计销售额为95.8亿美元。 疫苗销售下降了14%（按固定汇率计算下降11%）至22.1亿英镑，主要受到美国ACIP推荐限制和与2023年推出年库存相比渠道库存消耗的影响。Arexvy销售额达到1.58亿英镑，下降70%。 脑膜炎疫苗创下销售额最高年份，全地区实现两位数增长至2.95亿英镑。已上市疫苗销售额达8.06亿英镑，并在国际和美国市场增长。 疫苗业绩还受到了COVID-19解决方案销售和2023年美国CDC库存补充的负面影响，各自影响全年增长1个百分点。 Shingrix销售额达到8.48亿英镑，下降7%（按固定汇率计算下降4%）。 专业药品销售额增加了14%至32.9亿英镑。艾滋病药物收入增加了11%至19.7亿英镑。普通药物销售额增长了1%至26.1亿英镑。 特立吉（哮喘药）销售额达到6.69亿英镑，增长14%。 公司报告核心每股收益为0.59美元（23.2便士），按固定汇率计算下降10%，按报告基准下降20%，但超出共识预期的0.43美元。 葛兰素史克还表示将在未来18个月内回购20亿英镑的股票。 指导意见：葛兰素史克预计2025年销售额将增长3%至5%，核心每股收益将增长6%至8%，其中包含股票回购的好处。 专业药品销售预计将以低双位数百分比增长，疫苗销售额预计将以低个位数百分比减少，普通药品预计基本保持稳定。 制药巨头提高了其长期增长前景，现在预计2031年销售额将超过400亿英镑，高于之前的380亿英镑。 这一增加反映了Blenrep的包含，去年以来的显著三期进展以及2025年至2031年期间的多项推出机会。 股价动向：截至周三最后检查时，葛兰素史克股票在盘前交易时段上涨6.20%，至37.01美元。

以上内容来自Benzinga Earnings专栏，原文如下：

Wednesday, GSK Plc (NYSE:GSK) reported fourth-quarter sales of $10.40 billion (8.12 billion Sterling Pounds), up 1% year-over-year and up 4% on constant currency. The analysts estimated sales of $9.58 billion.

Vaccine sales fell 14% (-11% at constant currency) to 2.21 billion pounds, primarily impacted by lower demand for Arexvy related to a more limited ACIP recommendation in the U.S. and channel inventory consumption compared to launch year stocking in 2023. Arexvy sales reached 158 million pounds, down 70%.

Meningitis vaccines had their strongest year of sales to date, with double-digit growth across all regions of 295 million. Established vaccine sales of 806 million, growing internationally and in the U.S.

Vaccines performance was also adversely impacted due to COVID-19 solution sales and U.S. CDC stockpile replenishments in 2023, each impacting full year growth by 1 percentage point.

Shingrix sales reached 848 million pounds, down 7% (-4% at constant currency).

Also Read: Moderna, Pfizer Surge Amid CDC-WHO Split And Bird Flu; RFK Jr. Nomination Looms — A Recipe For The Perfect Storm?

Specialty Medicine sales increased 14% to 3.29 billion pounds. HIV drug revenues increased by 11% to 1.97 billion pounds. General Medicines sales rose by 1% to 2.61 billion pounds.

Trelegy (asthma drug) sales reached 669 million pounds, up 14%.

The company reported core EPS of $0.59 (23.2 pence), down 10% in constant currency and 20% on a reported basis, beating the consensus of $0.43.

Stock Buyback: GSK also said it would buy back 2 billion pounds of shares over the next 18 months.

Guidance: GSK expects 2025 sales to grow between 3% and 5%, with core earnings per share growing between 6% and 8%, including the benefit from the share buyback.

Specialty Medicines sales are expected to increase by a low double-digit percent, Vaccine turnover is expected to decrease by a low single-digit percent, and General Medicines are expected to be broadly stable.

The pharma giant boosted its long-term growth outlook and now expects over 40 billion pounds of sales in 2031, up from 38 billion pounds.

The increase reflects the inclusion of Blenrep, the significant phase 3 progress since last year and multiple launch opportunities in the 2025 to 2031 period.

Price Action: At last check on Wednesday, GSK stock was up 6.20% ro $37.01 during the premarket session.

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