週四，百時美施貴寶公司（NYSE:BMY）公佈第四季度收入爲123.4億美元，超出普遍預期的115.7億美元。銷售額同比增長8%，按外匯影響調整後增長9%，主要受增長組合和Eliquis需求增加的驅動，部分被Sprycel、Revlimid、Abraxane和Pomalyst仿製藥的影響所抵消。增長組合全球收入增加至63.6億美元，按報告基準增長21%，按外匯影響調整後增長23%。 Opdivo銷售額增加4%至24.8億美元。關節炎藥物Orencia的銷售額爲10億美元，增長2%。另一種癌症藥物 Yervoy 的銷售額增長19%，達到6.75億美元。貧血藥物Reblozyl本季度銷售額爲5.47億美元，同比增長71%。傳統組合的收入爲59.8億美元，下降了4%。 公司報告調整後的每股收益（EPS）爲1.67美元，去年爲1.70美元，超過普遍預期的1.46美元。百時美施貴寶擴大了現有的戰略生產力計劃，到2027年底將額外節省約20億美元的年度化成本。2024年第三季度，公司概述了節省成本的計劃，預計2025年內部成本節省約爲15億美元。 指導意見：百時美施貴寶預計2025年調整後每股收益爲6.55美元至6.85美元，而普遍預期爲6.92美元。公司預計2025年銷售額爲455億美元，而普遍預期爲462.7億美元。美國製藥巨頭預計的收入預測反映了仿製藥在Revlimid、Pomalyst、Sprycel和Abraxane上的短期影響，這預計將導致傳統組合收入下降約18-20%。預計這將部分被增長組合的持續強勁所抵消。該指引還反映了預計的5億美元外匯帶來的負面影響。 價格變動：截至週四最後一次檢查，BMY股票下跌4.04%至57.30美元。

以上內容來自Benzinga Earnings專欄，原文如下：

On Thursday, Bristol Myers Squibb & Co (NYSE:BMY) posted fourth-quarter revenues of $12.34 billion, beating the consensus of $11.57 billion.

Sales increased 8% year-over-year, or 9% when adjusted for foreign exchange impacts, primarily driven by the Growth Portfolio and higher demand for Eliquis, partially offset by the impact of generics on Sprycel, Revlimid, Abraxane and Pomalyst.

Growth Portfolio worldwide revenues increased to $6.36 billion, representing growth of 21% on a reported basis or 23% when adjusted for foreign exchange impacts.

Also Read: Big Biopharma Trails Behind The Market: JP Morgan’s 2025 Outlook on Eli Lilly, Merck, and More

Opdivo sales increased 4% to $2.48 billion. The arthritis drug Orencia generated sales of $1 billion, up 2%. Sales of another cancer drug, Yervoy, increased 19% to $675 million.

Anemia drug Reblozyl generated $547 million in the quarter sales, up 71% from a year ago. Revenues for the Legacy Portfolio were $5.98 billion, down 4%.

The company reported an adjusted EPS of $1.67, down from $1.70 a year ago, beating the consensus of $1.46.

Bristol Myers Squibb expanded its existing strategic productivity initiative to include approximately $2 billion in additional annualized cost savings by the end of 2027.

In the third quarter of 2024, the company outlined cost-saving initiatives and anticipated internal cost savings of around $1.5 billion in 2025.

Guidance: Bristol Myers Squibb forecasts 2025 adj EPS of $6.55-$6.85 compared to the consensus of $6.92. The company forecasts 2025 sales of $45.5 billion versus the consensus of $46.27 billion.

The U.S. pharma giant estimates revenue forecast reflects, as previously expected, the near-term impact of generics across Revlimid, Pomalyst, Sprycel and Abraxane, which is expected to result in a revenue decline of approximately 18-20% of the Legacy Portfolio.

This is expected to be partially offset by the continued strength of the Growth Portfolio. This guidance also reflects an approximate $500 million expected negative impact to revenue due to foreign exchange.

Price Action: At the last check on Thursday, BMY stock was down 4.04% to $57.30.

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Image via Bristol-Myers Squibb