週二，禮來公司（NYSE: LLY）宣佈，預計2024年全年全球收入約爲450億美元，同比增長32%，而市場普遍預期爲455億美元。禮來預計2024年第四季度營收約爲135億美元，同比增長45%，而市場普遍預期爲139.7億美元。 預計2024年收入比第三季度的指引低4億美元，約3%。該指引包括 Mounjaro 的約35億美元和 Zepbound 的約19億美元銷售額。 除了 Mounjaro 和 Zepbound 的採納，在第四季度禮來的腫瘤學、免疫學和神經科學藥物的表現也很強勁。非促胰素收入同比增長了20%。 “儘管與去年同期相比，美國促胰素市場增長了45%，我們的前期指引預期本季度增速會更快。此外，年末低於預期的渠道庫存也影響了我們第四季度的業績。我們繼續在製造建設方面取得進展，並且第四季度所有劑量的 tirzepatide 在美國市場都能供應，”禮來公司董事長兼首席執行官 David Ricks 表示。“我們其他藥物的表現符合我們的預期。” Ricks 補充說：“我們將在今年上半年新增製造能力，預計促胰素的銷售劑量比2024年上半年至少增加60%。” 公司還分享了2025年收入指引，預計銷售額在580億美元到610億美元之間，市場普遍預期爲586億美元。 禮來預計2025年收入增長的貢獻主要來自新的禮來藥物如 Jaypirca、Ebglyss、Omvoh 和 Kisunla；現有禮來藥物新適應症的批准；Mounjaro 在更多全球市場的上市，以及包括imlunestrant治療轉移性乳腺癌等新藥物的潛在上市。促胰素市場和渠道動態已包含在2025年的收入指引範圍內。 價格變化：截至週二，禮來公司股票下跌了8.03%，至775.10美元。 閱讀下一個： 美股中概股受強勁貿易數據、央行支持以及高盛預測的20%增長刺激上漲。 照片由Jonathan Weiss通過Shutterstock拍攝

以上內容來自Benzinga Earnings專欄，原文如下：

On Tuesday, Eli Lilly and Co (NYSE: LLY) announced that it expects 2024 full-year worldwide revenue to be approximately $45.0 billion, representing a 32% growth compared to the previous year versus the consensus of $45.50 billion.

Eli Lilly expects fourth-quarter 2024 revenue of approximately $13.5 billion, representing a 45% year-over-year growth compared to the consensus of $13.97 billion.

The company’s expected 2024 revenue is $400 million, or about 3%, below the guidance range issued during the third-quarter earnings. The guidance includes approximately $3.5 billion for Mounjaro and $1.9 billion for Zepbound.

Also Read: Eli Lilly Scoops Up Scorpion Therapeutics’ Early-Stage Cancer Program For $2.5 Billion

In addition to the uptake of Mounjaro and Zepbound, Lilly saw a strong performance in its oncology, immunology, and neuroscience medicines in the fourth quarter. In total, non-incretin revenue grew by 20% year-over-year.

“While the U.S. incretin market grew 45% compared to the same quarter last year, our previous guidance had anticipated even faster acceleration of growth for the quarter. That, in addition to lower-than-expected channel inventory at year-end, contributed to our Q4 results. We continued to make progress on our manufacturing build-out, and U.S. supply across all doses of tirzepatide was available throughout Q4,” said David Ricks, Lilly chair and CEO. “The rest of our medicines performed within our expectations.” 

“We’ll also bring additional manufacturing capacity online and expect to produce at least 60% more salable doses of incretins in the first half of the year compared to the first half of 2024,” Ricks added.

The company also shared 2025 revenue guidance, anticipating sales between $58.0 billion and $61.0 billion compared to the consensus of $58.6 billion.

Lilly anticipates revenue growth contributions in 2025 from new Lilly medicines such as Jaypirca, Ebglyss, Omvoh and Kisunla; approvals of new indications for existing Lilly medicines; launches of Mounjaro in additional worldwide markets, as well as potential launches of new medicines such as imlunestrant for metastatic breast cancer. Incretin market and channel dynamics have been factored into the 2025 revenue guidance range.

Price Action: LLY stock is down 8.03% at $775.10 at the last check on Tuesday.

Read Next:

• US Listed Chinese Stocks Rally on Strong Trade Data, Central Bank Support, Goldman Forecasts 20% Growth

Photo by Jonathan Weiss via Shutterstock