周四，百时美施贵宝公司（NYSE:BMY）公布第四季度收入为123.4亿美元，超出普遍预期的115.7亿美元。销售额同比增长8%，按外汇影响调整后增长9%，主要受增长组合和Eliquis需求增加的驱动，部分被Sprycel、Revlimid、Abraxane和Pomalyst仿制药的影响所抵消。增长组合全球收入增加至63.6亿美元，按报告基准增长21%，按外汇影响调整后增长23%。
Opdivo销售额增加4%至24.8亿美元。关节炎药物Orencia的销售额为10亿美元，增长2%。另一种癌症药物 Yervoy 的销售额增长19%，达到6.75亿美元。贫血药物Reblozyl本季度销售额为5.47亿美元，同比增长71%。传统组合的收入为59.8亿美元，下降了4%。
公司报告调整后的每股收益（EPS）为1.67美元，去年为1.70美元，超过普遍预期的1.46美元。百时美施贵宝扩大了现有的战略生产力计划，到2027年底将额外节省约20亿美元的年度化成本。2024年第三季度，公司概述了节省成本的计划，预计2025年内部成本节省约为15亿美元。
指导意见：百时美施贵宝预计2025年调整后每股收益为6.55美元至6.85美元，而普遍预期为6.92美元。公司预计2025年销售额为455亿美元，而普遍预期为462.7亿美元。美国制药巨头预计的收入预测反映了仿制药在Revlimid、Pomalyst、Sprycel和Abraxane上的短期影响，这预计将导致传统组合收入下降约18-20%。预计这将部分被增长组合的持续强劲所抵消。该指引还反映了预计的5亿美元外汇带来的负面影响。
价格变动：截至周四最后一次检查，BMY股票下跌4.04%至57.30美元。
以上内容来自Benzinga Earnings专栏，原文如下：
On Thursday, Bristol Myers Squibb & Co (NYSE:BMY) posted fourth-quarter revenues of $12.34 billion, beating the consensus of $11.57 billion.
Sales increased 8% year-over-year, or 9% when adjusted for foreign exchange impacts, primarily driven by the Growth Portfolio and higher demand for Eliquis, partially offset by the impact of generics on Sprycel, Revlimid, Abraxane and Pomalyst.
Growth Portfolio worldwide revenues increased to $6.36 billion, representing growth of 21% on a reported basis or 23% when adjusted for foreign exchange impacts.
Also Read: Big Biopharma Trails Behind The Market: JP Morgan’s 2025 Outlook on Eli Lilly, Merck, and More
Opdivo sales increased 4% to $2.48 billion. The arthritis drug Orencia generated sales of $1 billion, up 2%. Sales of another cancer drug, Yervoy, increased 19% to $675 million.
Anemia drug Reblozyl generated $547 million in the quarter sales, up 71% from a year ago. Revenues for the Legacy Portfolio were $5.98 billion, down 4%.
The company reported an adjusted EPS of $1.67, down from $1.70 a year ago, beating the consensus of $1.46.
Bristol Myers Squibb expanded its existing strategic productivity initiative to include approximately $2 billion in additional annualized cost savings by the end of 2027.
In the third quarter of 2024, the company outlined cost-saving initiatives and anticipated internal cost savings of around $1.5 billion in 2025.
Guidance: Bristol Myers Squibb forecasts 2025 adj EPS of $6.55-$6.85 compared to the consensus of $6.92. The company forecasts 2025 sales of $45.5 billion versus the consensus of $46.27 billion.
The U.S. pharma giant estimates revenue forecast reflects, as previously expected, the near-term impact of generics across Revlimid, Pomalyst, Sprycel and Abraxane, which is expected to result in a revenue decline of approximately 18-20% of the Legacy Portfolio.
This is expected to be partially offset by the continued strength of the Growth Portfolio. This guidance also reflects an approximate $500 million expected negative impact to revenue due to foreign exchange.
Price Action: At the last check on Thursday, BMY stock was down 4.04% to $57.30.
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Image via Bristol-Myers Squibb
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