週四，阿斯利康公司（NASDAQ：AZN）報告其第四季度銷售額爲148.9億美元，同比增長18%（按恆定匯率計算增長19%），超過了市場預期的142.9億美元。公司的調整後每ADS收益達到1.04美元，高於市場預期的1.03美元。調整後的每股收益爲2.09美元（1個ADR=2個普通股）。 阿斯利康的主要業務——腫瘤學，增長了27%（按恆定匯率計算增長29%），達到63.4億美元。Tagrisso的銷售額增長了20%，達到17億美元（按恆定匯率計算增長21%）；Calquence的銷售額增長了20%，達到8.08億美元；Lynparza的銷售額增長了46%（按恆定匯率計算增長47%），達到14.4億美元；Imfinzi的收入增長了16%（按恆定匯率計算增長18%），達到12.5億美元；Enhertu的收入增長了48%（按恆定匯率計算增長54%），達到5.4億美元。 心血管、腎病和代謝（CVRM）銷售額增長了16%（按恆定匯率計算增長17%），達到31.4億美元。Farxiga的銷售額增長了21%（按恆定匯率計算增長22%），達到19.4億美元；Lokelma的銷售額增長了35%，達到1.5億美元。 呼吸與免疫（R&I）銷售額增長了27%（按恆定匯率計算增長28%），達到21.3億美元。Breztri的銷售額增長了29%，達到2.57億美元；Saphnelo的銷售額增長了65%，達到1.65億美元；Tezspire的銷售額增長了86%（按恆定匯率計算增長85%），達到2.13億美元；Symbicort的收入增長了31%（按恆定匯率計算增長33%），達到6.84億美元。 稀有病藥物銷售額增長了21%（按恆定匯率計算增長22%），達到23.8億美元。Ultomiris的銷售額增長了32%（按恆定匯率計算增長33%），達到10.9億美元；部分被Soliris（按恆定匯率計算下降22%）銷售額下降24%至5.43億美元所抵消。Strensiq的收入增長了38%（按恆定匯率計算增長37%），達到4.2億美元；Koselugo的銷售額增長了三倍以上，達到2.65億美元。 中國方面：2025年1月，阿斯利康因涉嫌未繳納進口稅款的非法藥品進口指控收到深圳市海關辦公室的移送起訴通知書和鑑定意見。涉及未繳納的進口稅總額爲90萬美元，主要涉及癌症藥物Imfinzi和Imjudo。如果阿斯利康被判有罪，可能會被罰一到五倍的未繳納進口稅（大約90萬美元至450萬美元）。路透社指出，這一消息令分析師和投資者感到放心，認爲業務影響將較小。中國銷售額按報告基數下降了1%，達到13.6億美元（按恆定匯率計算下降3%）。 指導：阿斯利康預計2025財年總收入將以高個位數百分比增長，核心每股收益將以低雙位數百分比增長。 價格走勢：週四盤前交易時段，阿斯利康股票上漲4.43%，達到74.08美元。

以上內容來自Benzinga Earnings專欄，原文如下：

On Thursday, AstraZeneca Plc (NASDAQ:AZN) reported fourth-quarter sales of $14.89 billion, up 18% year over year (+19% at constant currency), beating the consensus of $14.29 billion. 

The company's adjusted EPADS reached $1.04, beating the consensus of $1.03. The adjusted EPS was $2.09 (1 ADR = 2 Common Shares).

Also Read: AstraZeneca Blames ‘Toxic' Climate As It Walks Away from Over $550 Million UK Vaccine Plant

AstraZeneca's top business, oncology, increased 27% (up 29% on constant currency) to $6.34 billion.

• Tagrisso sales were up 20% to $1.70 billion (21% at CER), Calquence sales increased 20% to $808 million, Lynparza sales increased 46% (+47%) to $1.44 billion, Imfinzi revenues were up 16% (+18%) to $1.25 billion, and Enhertu revenue was up 48% (54% at CER) to $540 million.

Cardiovascular, Renal, and Metabolism (CVRM) sales increased 16% (up 17% at CER) to $3.14 billion.

• Farxiga sales were up 21% (22% at CER) to $1.94 billion, and Lokelma sales increased 35% to $150 million.

Respiratory & Immunology (R&I) sales increased 27% (28% CER) to $2.13 billion.

• Breztri sales were up 29% to $257 million, Saphnelo sales increased 65% to $165 million, Tezspire sales were up 86% (85% at CER) to $213 million, Symbicort revenues jumped 31% (33% CER) to $684 million.

Rare Disease drug sales increased by 21% (+22% at CER) to $2.38 billion.

• Ultomiris sales were up 32% (33% at CER) to $1.09 billion, partially offset by a 24% decline in Soliris (22% at CER) to $543 million. Strensiq revenues increased 38% (37% at CER) to $420 million, and Koselugo sales were up >3x to $265 million.

China: In relation to the illegal drug importation allegations, in January 2025, AstraZeneca received a Notice of Transfer to the Prosecutor and an Appraisal Opinion from the Shenzhen City Customs Office regarding suspected unpaid importation taxes amounting to $0.9 million, referred to in the Appraisal Opinion relate to cancer drugs, Imfinzi and Imjudo.

• A fine of one and five times unpaid importation taxes may also be levied if AstraZeneca is found liable (amounting to around $0.9 million to $4.5 million). Reuters notes the update reassures analysts and investors that the business impact would be minor.
• China sales fell 1% on a reported basis to $1.36 billion (-3% at CER).

Guidance: For fiscal year 2025, AstraZeneca forecasts total revenue to increase by a high single-digit percentage and core EPS to increase by a low double-digit percentage.

Price Action: AZN stock is up 4.43% at $74.08 during the premarket session on last check Thursday.

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