周四，阿斯利康公司（NASDAQ：AZN）报告其第四季度销售额为148.9亿美元，同比增长18%（按恒定汇率计算增长19%），超过了市场预期的142.9亿美元。公司的调整后每ADS收益达到1.04美元，高于市场预期的1.03美元。调整后的每股收益为2.09美元（1个ADR=2个普通股）。 阿斯利康的主要业务——肿瘤学，增长了27%（按恒定汇率计算增长29%），达到63.4亿美元。Tagrisso的销售额增长了20%，达到17亿美元（按恒定汇率计算增长21%）；Calquence的销售额增长了20%，达到8.08亿美元；Lynparza的销售额增长了46%（按恒定汇率计算增长47%），达到14.4亿美元；Imfinzi的收入增长了16%（按恒定汇率计算增长18%），达到12.5亿美元；Enhertu的收入增长了48%（按恒定汇率计算增长54%），达到5.4亿美元。 心血管、肾病和代谢（CVRM）销售额增长了16%（按恒定汇率计算增长17%），达到31.4亿美元。Farxiga的销售额增长了21%（按恒定汇率计算增长22%），达到19.4亿美元；Lokelma的销售额增长了35%，达到1.5亿美元。 呼吸与免疫（R&I）销售额增长了27%（按恒定汇率计算增长28%），达到21.3亿美元。Breztri的销售额增长了29%，达到2.57亿美元；Saphnelo的销售额增长了65%，达到1.65亿美元；Tezspire的销售额增长了86%（按恒定汇率计算增长85%），达到2.13亿美元；Symbicort的收入增长了31%（按恒定汇率计算增长33%），达到6.84亿美元。 稀有病药物销售额增长了21%（按恒定汇率计算增长22%），达到23.8亿美元。Ultomiris的销售额增长了32%（按恒定汇率计算增长33%），达到10.9亿美元；部分被Soliris（按恒定汇率计算下降22%）销售额下降24%至5.43亿美元所抵消。Strensiq的收入增长了38%（按恒定汇率计算增长37%），达到4.2亿美元；Koselugo的销售额增长了三倍以上，达到2.65亿美元。 中国方面：2025年1月，阿斯利康因涉嫌未缴纳进口税款的非法药品进口指控收到深圳市海关办公室的移送起诉通知书和鉴定意见。涉及未缴纳的进口税总额为90万美元，主要涉及癌症药物Imfinzi和Imjudo。如果阿斯利康被判有罪，可能会被罚一到五倍的未缴纳进口税（大约90万美元至450万美元）。路透社指出，这一消息令分析师和投资者感到放心，认为业务影响将较小。中国销售额按报告基数下降了1%，达到13.6亿美元（按恒定汇率计算下降3%）。 指导：阿斯利康预计2025财年总收入将以高个位数百分比增长，核心每股收益将以低双位数百分比增长。 价格走势：周四盘前交易时段，阿斯利康股票上涨4.43%，达到74.08美元。

以上内容来自Benzinga Earnings专栏，原文如下：

On Thursday, AstraZeneca Plc (NASDAQ:AZN) reported fourth-quarter sales of $14.89 billion, up 18% year over year (+19% at constant currency), beating the consensus of $14.29 billion. 

The company's adjusted EPADS reached $1.04, beating the consensus of $1.03. The adjusted EPS was $2.09 (1 ADR = 2 Common Shares).

Also Read: AstraZeneca Blames ‘Toxic' Climate As It Walks Away from Over $550 Million UK Vaccine Plant

AstraZeneca's top business, oncology, increased 27% (up 29% on constant currency) to $6.34 billion.

• Tagrisso sales were up 20% to $1.70 billion (21% at CER), Calquence sales increased 20% to $808 million, Lynparza sales increased 46% (+47%) to $1.44 billion, Imfinzi revenues were up 16% (+18%) to $1.25 billion, and Enhertu revenue was up 48% (54% at CER) to $540 million.

Cardiovascular, Renal, and Metabolism (CVRM) sales increased 16% (up 17% at CER) to $3.14 billion.

• Farxiga sales were up 21% (22% at CER) to $1.94 billion, and Lokelma sales increased 35% to $150 million.

Respiratory & Immunology (R&I) sales increased 27% (28% CER) to $2.13 billion.

• Breztri sales were up 29% to $257 million, Saphnelo sales increased 65% to $165 million, Tezspire sales were up 86% (85% at CER) to $213 million, Symbicort revenues jumped 31% (33% CER) to $684 million.

Rare Disease drug sales increased by 21% (+22% at CER) to $2.38 billion.

• Ultomiris sales were up 32% (33% at CER) to $1.09 billion, partially offset by a 24% decline in Soliris (22% at CER) to $543 million. Strensiq revenues increased 38% (37% at CER) to $420 million, and Koselugo sales were up >3x to $265 million.

China: In relation to the illegal drug importation allegations, in January 2025, AstraZeneca received a Notice of Transfer to the Prosecutor and an Appraisal Opinion from the Shenzhen City Customs Office regarding suspected unpaid importation taxes amounting to $0.9 million, referred to in the Appraisal Opinion relate to cancer drugs, Imfinzi and Imjudo.

• A fine of one and five times unpaid importation taxes may also be levied if AstraZeneca is found liable (amounting to around $0.9 million to $4.5 million). Reuters notes the update reassures analysts and investors that the business impact would be minor.
• China sales fell 1% on a reported basis to $1.36 billion (-3% at CER).

Guidance: For fiscal year 2025, AstraZeneca forecasts total revenue to increase by a high single-digit percentage and core EPS to increase by a low double-digit percentage.

Price Action: AZN stock is up 4.43% at $74.08 during the premarket session on last check Thursday.

Read Next:

• Mattel Analyst Sees Hot Wheels Growth While Barbie Faces Mixed Outlook

Image by Robert Way via Shutterstock