默沙东周二盘中股价暴跌10.41%,引发了市场广泛关注。根据公司公布的信息,导致股价大跌的主要原因如下:
其一,公司预计2025年全年营收在641亿美元至656亿美元之间,低于市场预期的673亿美元,主要原因是公司旗舰HPV疫苗Gardasil从本月起暂停向中国出口销售,至少持续到今年年中。
其二,Gardasil一直是默沙东除Keytruda之外最大的增长动力,其国际销售主要来自中国市场。但由于中国市场对Gardasil需求持续疲软,加上中国政府反贿赂反腐败运动的影响,导致Gardasil在中国销售中断,这无疑将大幅影响默沙东的营收表现。
其三,2024年第四季度Gardasil销售额仅为15.5亿美元,低于市场预期的18亿美元,尽管另一旗舰药物Keytruda销售增长强劲,但Gardasil疲软拖累了公司整体业绩表现。
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