週二，輝瑞公司（NYSE:PFE）報告第四季度調整後每股收益爲63美分，相比去年同期的10美分，並超出市場預期的47美分。 美國製藥商報告銷售額爲177.6億美元，同比增長22%（按運營計算增長21%），並超出市場預期的174億美元。 這一增長反映了2023年第四季度記錄的一次性、非現金Paxlovid收入逆轉35億美元，以及在2024年第四季度中，Seagen遺留下來的資產組合、Vyndaqel系列產品、更高的Paxlovid銷售額和其他多種產品類別的較高銷售額以及外匯的有利影響。 扣除Paxlovid和Comirnaty的貢獻後，2024年第四季度的收入總計137億美元，同比按運營計算增長11%。 這主要由Seagen遺留資產、Vyndaqel系列、Eliquis、Nurtec ODT/Vydura和Xtandi推動，但被Abrysvo、Xeljanz和腫瘤仿製藥的較低收入部分抵消。 2024年第四季度Comirnaty收入爲38.3億美元，同比按運營計算下降38%，主要由於全球COVID-19疫苗接種減少和合同劑量減少。 2024年第四季度Paxlovid收入爲7.27億美元，與去年同期記錄的負31億美元收入相比按運營計算增長39億美元，主要受美國轉爲傳統商業市場銷售的推動，包括在2023年第四季度記錄的一次性、非現金收入逆轉35億美元。 Vyndaqel系列藥物產生了15.5億美元的銷售額，同比增長60%。抗凝藥Eliquis產生了18.3億美元的銷售額，同比增長14%。 Seagen遺留下來的資產在全球的收入爲9.15億美元，而在2023年第四季度時爲1.32億美元，此前的收購在2023年12月中旬完成。 Nurtec ODT/Vydura的銷售額增長39%，達到3.92億美元。Prevnar系列肺炎球菌疫苗的銷售額下降4%，達到15.6億美元，而Abrysvo RSV疫苗的銷售額下降62%，至1.98億美元。 預期：輝瑞重申2025年收入預期爲610億至640億美元，相比市場預期的630.25億美元。 公司預計調整後每股收益爲2.80美元至3.00美元，相比市場預期的2.94美元。 股價表現：截至週二最後一次檢查，PFE股價在盤前交易時段上漲1.87%，至26.69美元。

以上內容來自Benzinga Earnings專欄，原文如下：

On Tuesday, Pfizer Inc. (NYSE:PFE) reported fourth-quarter adjusted EPS of 63 cents, compared to 10 cents a year ago, beating the consensus of 47 cents.

The U.S. drugmaker reported sales of $17.76 billion, up 22% year-over-year (up 21% operationally), beating the consensus of $17.40 billion.

The increase reflects a one-time, non-cash Paxlovid revenue reversal of $3.5 billion recorded in fourth-quarter 2023 and, to a lesser extent, growth contributions in fourth-quarter 2024 from the legacy Seagen portfolio, the Vyndaqel family, higher Paxlovid sales year-over-year, higher sales in several other products across all categories, and a favorable impact of foreign exchange.

Excluding contributions from Paxlovid and Comirnaty, fourth-quarter 2024 revenues totaled $13.7 billion, an increase of $1.3 billion, or 11%, operationally compared with the prior-year quarter.

This was primarily driven by legacy Seagen, Vyndaqel family, Eliquis, Nurtec ODT/Vydura, and Xtandi, partially offset by lower revenues for Abrysvo, Xeljanz and Oncology biosimilars.

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Fourth-quarter 2024 Comirnaty revenues of $3.83 billion decreased $2.0 billion, or 38%, operationally compared with the prior-year quarter, driven primarily by fewer COVID-19 vaccinations globally and lower contracted doses.

Fourth-quarter 2024 Paxlovid revenues of $727 million increased $3.9 billion operationally compared with $(3.1) billion of revenues recorded in the prior-year quarter, primarily driven by the transition to traditional commercial market sales in the U.S., including a one-time, non-cash revenue reversal of $3.5 billion recorded in fourth-quarter 2023.

Vyndaqel family drugs generated sales of $1.55 billion, up 60%. Eliquis, a blood thinner drug, generated sales of $1.83 billion, up 14%.

Global revenues of $915 million from legacy Seagen compared with $132 million in fourth-quarter 2023 following the completion of the acquisition in mid-December 2023.

Nurtec ODT/Vydura sales jumped 39% to $392 million. Prevnar family pneumococcal vaccine sales dipped 4% to $1.56 billion, and Abrysvo RSV vaccine sales slumped 62% to $198 million.

Guidance: Pfizer reaffirms 2025 revenues of $61 billion-$64 billion compared to consensus of $63.025 billion.

The company anticipates adjusted EPS of $2.80-$3.00 compared to consensus of $2.94.

Price Action: At the last check on Tuesday, PFE stock was up 1.87% at $26.69 during the premarket session.

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