百時美施貴寶（Bristol Myers Squibb）發佈了2025年關鍵的非通用會計準則（Non-GAAP）項目的指南假設。公司預計2025年總收入約爲455億美元，比市場共識的478.45億美元低。收入受益於增長產品組合的持續強勁表現，但因Revlimid、Pomalyst、Sprycel和Abraxane等藥物的仿製藥衝擊，核心產品組合預計收入將下降約18%至20%，此外約5億美元的外匯影響也對收入有負面作用。調整後的每股收益範圍預計爲6.55美元至6.85美元。
以上內容來自Benzinga Earnings專欄，原文如下：
Financial Guidance Bristol Myers Squibb is providing key 2025 non-GAAP line-item guidance assumptions as outlined below. We estimate total revenues to be approximately $45.5 billion, reflecting, as previously expected, the near-term impact of generics across Revlimid, Pomalyst, Sprycel and Abraxane, which we expect 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 our Growth Portfolio. This guidance also reflects an approximate $500 million expected negative impact to revenue due to foreign exchange.
| 2025 Non-GAAP1 Line-Item Guidance | |
| Total Revenues (Reported & Ex-F/X) | ~$45.5 billion |
| Gross Margin % | ~72% |
| Operating Expenses2 | ~$16 billion |
| Other Income/(Expense) | ~$30 million |
| Tax Rate | ~18% |
| Diluted EPS | $6.55-$6.85 |
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