週三，葛蘭素史克（GSK Plc，紐約證券交易所代碼：GSK）報告顯示，其第四季度銷售額爲104億美元（81.2億英鎊），同比增長1%，按固定匯率計算增長4%。分析師此前預計銷售額爲95.8億美元。 疫苗銷售下降了14%（按固定匯率計算下降11%）至22.1億英鎊，主要受到美國ACIP推薦限制和與2023年推出年庫存相比渠道庫存消耗的影響。Arexvy銷售額達到1.58億英鎊，下降70%。 腦膜炎疫苗創下銷售額最高年份，全地區實現兩位數增長至2.95億英鎊。已上市疫苗銷售額達8.06億英鎊，並在國際和美國市場增長。 疫苗業績還受到了COVID-19解決方案銷售和2023年美國CDC庫存補充的負面影響，各自影響全年增長1個百分點。 Shingrix銷售額達到8.48億英鎊，下降7%（按固定匯率計算下降4%）。 專業藥品銷售額增加了14%至32.9億英鎊。艾滋病藥物收入增加了11%至19.7億英鎊。普通藥物銷售額增長了1%至26.1億英鎊。 特立吉（哮喘藥）銷售額達到6.69億英鎊，增長14%。 公司報告核心每股收益爲0.59美元（23.2便士），按固定匯率計算下降10%，按報告基準下降20%，但超出共識預期的0.43美元。 葛蘭素史克還表示將在未來18個月內回購20億英鎊的股票。 指導意見：葛蘭素史克預計2025年銷售額將增長3%至5%，核心每股收益將增長6%至8%，其中包含股票回購的好處。 專業藥品銷售預計將以低雙位數百分比增長，疫苗銷售額預計將以低個位數百分比減少，普通藥品預計基本保持穩定。 製藥巨頭提高了其長期增長前景，現在預計2031年銷售額將超過400億英鎊，高於之前的380億英鎊。 這一增加反映了Blenrep的包含，去年以來的顯著三期進展以及2025年至2031年期間的多項推出機會。 股價動向：截至週三最後檢查時，葛蘭素史克股票在盤前交易時段上漲6.20%，至37.01美元。

以上內容來自Benzinga Earnings專欄，原文如下：

Wednesday, GSK Plc (NYSE:GSK) reported fourth-quarter sales of $10.40 billion (8.12 billion Sterling Pounds), up 1% year-over-year and up 4% on constant currency. The analysts estimated sales of $9.58 billion.

Vaccine sales fell 14% (-11% at constant currency) to 2.21 billion pounds, primarily impacted by lower demand for Arexvy related to a more limited ACIP recommendation in the U.S. and channel inventory consumption compared to launch year stocking in 2023. Arexvy sales reached 158 million pounds, down 70%.

Meningitis vaccines had their strongest year of sales to date, with double-digit growth across all regions of 295 million. Established vaccine sales of 806 million, growing internationally and in the U.S.

Vaccines performance was also adversely impacted due to COVID-19 solution sales and U.S. CDC stockpile replenishments in 2023, each impacting full year growth by 1 percentage point.

Shingrix sales reached 848 million pounds, down 7% (-4% at constant currency).

Also Read: Moderna, Pfizer Surge Amid CDC-WHO Split And Bird Flu; RFK Jr. Nomination Looms — A Recipe For The Perfect Storm?

Specialty Medicine sales increased 14% to 3.29 billion pounds. HIV drug revenues increased by 11% to 1.97 billion pounds. General Medicines sales rose by 1% to 2.61 billion pounds.

Trelegy (asthma drug) sales reached 669 million pounds, up 14%.

The company reported core EPS of $0.59 (23.2 pence), down 10% in constant currency and 20% on a reported basis, beating the consensus of $0.43.

Stock Buyback: GSK also said it would buy back 2 billion pounds of shares over the next 18 months.

Guidance: GSK expects 2025 sales to grow between 3% and 5%, with core earnings per share growing between 6% and 8%, including the benefit from the share buyback.

Specialty Medicines sales are expected to increase by a low double-digit percent, Vaccine turnover is expected to decrease by a low single-digit percent, and General Medicines are expected to be broadly stable.

The pharma giant boosted its long-term growth outlook and now expects over 40 billion pounds of sales in 2031, up from 38 billion pounds.

The increase reflects the inclusion of Blenrep, the significant phase 3 progress since last year and multiple launch opportunities in the 2025 to 2031 period.

Price Action: At last check on Wednesday, GSK stock was up 6.20% ro $37.01 during the premarket session.

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