11月1日,全美领先的药品分销商卡地纳健康公司(CAH)盘中股价大涨9.53%,报114.42美元,引发了市场的广泛关注。
公司当日上调了2025财年的调整后每股利润预期,将此前的7.55-7.70美元区间上调至7.75-7.90美元,超出分析师预期。这一利好预期主要源于公司制药业务的强劲表现。
据公司透露,第一季度对昂贵的特药和品牌药的需求强劲,推动了公司制药部门销售大幅增长,成为业绩超预期的主要动力。制药业务作为卡地纳健康的主要收入来源,一直是其业绩主力军。
与此同时,该公司此前以11.2亿美元收购了社区癌症中心运营商Integrated Oncology Network,进一步加大了在特药和复杂疾病治疗药物领域的布局。分析人士认为,这一举措将增强公司在高利润细分市场的竞争力,提升其长期增长潜力,从而支撑当日股价的大涨行情。
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