周四，礼来公司（NYSE: LLY）公布了好于预期的第四季度盈利和2025年指引后，股票交易上涨。 这家美国制药巨头报告第四季度收入为135.3亿美元，同比增长45%，几乎与市场预期的135.7亿美元一致。 收入增长主要是由于销量增长48%，但实现价格下降4%部分抵消了这一增长。 Mounjaro和Zepbound的增长推动了销量的增加；Mounjaro价格下跌部分被Zepbound和Humalog抵消。 新产品收入在2024年第四季度增长了31.5亿美元，达到56.4亿美元，主要由Zepbound和Mounjaro带动。 增长型产品收入增长13%，达到59.5亿美元，其中Verzenio和Jardiance销售增长，部分被Trulicity销售下降抵消。 公司报告调整后的每股收益为5.32美元，高于去年同期的2.49美元，且超过市场预期的4.94美元。 Mounjaro销售额跃升60%至35.3亿美元。Verzenio（乳腺癌药物）销售增长36%，达到15.6亿美元。糖尿病药物Jardiance销售增长50%，达到11.9亿美元。 Zepbound销售额达到19.1亿美元，高于去年同期的1.758亿美元。Trulicity销售下降25%，至12.5亿美元。 指引方面，礼来预计2025财年销售额为580亿至610亿美元，相比市场预期的599.1亿美元和2024年的450.4亿美元。 公司表示，中值代表与2024年相比增长约32%，推动因素包括Zepbound、Mounjaro、Jaypirca、Ebglyss、Omvoh和Kisunla等新药物；现有药物的新适应症的批准；Mounjaro在全球更多市场的上市；以及imlunestrant等新药物的潜在上市。 公司继续大力投资于增加制造能力，预计在2025年上半年生产的可销售促胰素剂量至少是2024年上半年的1.6倍。 礼来预计2025年调整后的每股收益为22.50至24.00美元，高于2024年的12.99美元和市场预期的22.69美元。 股价方面，截至周四，礼来公司股价在盘前交易中上涨1.11%，报851.49美元。
（图片由Shutterstock的Ciara Kimsey提供）
内容由Spotify分析师提及与苹果在规模和定价上的比较...
以上内容来自Benzinga Earnings专栏，原文如下：
On Thursday, Eli Lilly and Co (NYSE:LLY) stock is trading higher after the company released better-than-expected fourth-quarter earnings and provided 2025 guidance.
The U.S. pharma giant reported fourth-quarter revenue of $13.53 billion, up 45% year over year, almost in line with the consensus of $13.57 billion.
The increase was driven by a 48% increase in volume, partially offset by a 4% decrease due to lower realized prices.
The volume increase was driven by growth from Mounjaro and Zepbound. Lower realized prices were primarily driven by Mounjaro, partially offset by Zepbound and Humalog.
New Products revenue grew by $3.15 billion to $5.64 billion in Q4 2024, led by Zepbound and Mounjaro. Growth Products revenue increased 13% to $5.95 billion, driven by growth in Verzenio and Jardiance, partially offset by lower Trulicity sales.
Also Read: FDA Approves Expanded Use Of Eli Lilly’s Ulcerative Colitis Drug For Crohn’s Disease
The company reported an adjusted EPS of $5.32, compared to $2.49 from a year ago, beating the consensus of $4.94.
Mounjaro sales jumped 60% to $3.53 billion. Sales of Verzenio (a breast cancer drug) increased 36% to $1.56 billion, and sales of diabetes drug Jardiance increased 50% to $1.19 billion.
Zepbound sales reached $1.91 billion, up from $175.8 million a year ago. Trulicity sales fell 25% to $1.25 billion.
Guidance: Eli Lilly forecasts fiscal year 2025 sales of $58 billion-$61 billion versus a consensus of $59.91 billion and $45.04 billion in 2024.
The company adds that the midpoint represents approximately 32% growth compared to 2024, driven by new Lilly medicines such as Zepbound, Mounjaro, Jaypirca, Ebglyss, Omvoh and Kisunla; approvals of new indications for existing Lilly medicines; launches of Mounjaro in additional worldwide markets; and potential launches of new medicines such as imlunestrant for metastatic breast cancer.
The company continues to invest heavily in increasing manufacturing capacity and estimates producing at least 1.6 times the amount of salable incretin doses in the first half of 2025 compared to the first half of 2024.
Eli Lilly forecasts 2025 adjusted EPS of $22.50-$24.00 compared to $12.99 in 2024 and the consensus of $22.69.
Price Action: At last check on Thursday, LLY stock was up 1.11% at 851.49 during the premarket session.
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Photo by Ciara Kimsey via Shutterstock
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