辉瑞第四季度盈利:营收和每股收益超预期,Seagen和COVID-19产品表现强劲,发布强劲2025财年展望

财报速递
04 Feb

周二,辉瑞公司(NYSE:PFE)报告第四季度调整后每股收益为63美分,相比去年同期的10美分,并超出市场预期的47美分。 美国制药商报告销售额为177.6亿美元,同比增长22%(按运营计算增长21%),并超出市场预期的174亿美元。 这一增长反映了2023年第四季度记录的一次性、非现金Paxlovid收入逆转35亿美元,以及在2024年第四季度中,Seagen遗留下来的资产组合、Vyndaqel系列产品、更高的Paxlovid销售额和其他多种产品类别的较高销售额以及外汇的有利影响。 扣除Paxlovid和Comirnaty的贡献后,2024年第四季度的收入总计137亿美元,同比按运营计算增长11%。 这主要由Seagen遗留资产、Vyndaqel系列、Eliquis、Nurtec ODT/Vydura和Xtandi推动,但被Abrysvo、Xeljanz和肿瘤仿制药的较低收入部分抵消。 2024年第四季度Comirnaty收入为38.3亿美元,同比按运营计算下降38%,主要由于全球COVID-19疫苗接种减少和合同剂量减少。 2024年第四季度Paxlovid收入为7.27亿美元,与去年同期记录的负31亿美元收入相比按运营计算增长39亿美元,主要受美国转为传统商业市场销售的推动,包括在2023年第四季度记录的一次性、非现金收入逆转35亿美元。 Vyndaqel系列药物产生了15.5亿美元的销售额,同比增长60%。抗凝药Eliquis产生了18.3亿美元的销售额,同比增长14%。 Seagen遗留下来的资产在全球的收入为9.15亿美元,而在2023年第四季度时为1.32亿美元,此前的收购在2023年12月中旬完成。 Nurtec ODT/Vydura的销售额增长39%,达到3.92亿美元。Prevnar系列肺炎球菌疫苗的销售额下降4%,达到15.6亿美元,而Abrysvo RSV疫苗的销售额下降62%,至1.98亿美元。 预期:辉瑞重申2025年收入预期为610亿至640亿美元,相比市场预期的630.25亿美元。 公司预计调整后每股收益为2.80美元至3.00美元,相比市场预期的2.94美元。 股价表现:截至周二最后一次检查,PFE股价在盘前交易时段上涨1.87%,至26.69美元。

以上内容来自Benzinga Earnings专栏,原文如下:

On Tuesday, Pfizer Inc. (NYSE:PFE) reported fourth-quarter adjusted EPS of 63 cents, compared to 10 cents a year ago, beating the consensus of 47 cents.

The U.S. drugmaker reported sales of $17.76 billion, up 22% year-over-year (up 21% operationally), beating the consensus of $17.40 billion.

The increase reflects a one-time, non-cash Paxlovid revenue reversal of $3.5 billion recorded in fourth-quarter 2023 and, to a lesser extent, growth contributions in fourth-quarter 2024 from the legacy Seagen portfolio, the Vyndaqel family, higher Paxlovid sales year-over-year, higher sales in several other products across all categories, and a favorable impact of foreign exchange.

Excluding contributions from Paxlovid and Comirnaty, fourth-quarter 2024 revenues totaled $13.7 billion, an increase of $1.3 billion, or 11%, operationally compared with the prior-year quarter.

This was primarily driven by legacy Seagen, Vyndaqel family, Eliquis, Nurtec ODT/Vydura, and Xtandi, partially offset by lower revenues for Abrysvo, Xeljanz and Oncology biosimilars.

Read Next: Is Big Pharma About To Win? Goldman Sachs Weighs In On 340B And Medicaid Shifts

Fourth-quarter 2024 Comirnaty revenues of $3.83 billion decreased $2.0 billion, or 38%, operationally compared with the prior-year quarter, driven primarily by fewer COVID-19 vaccinations globally and lower contracted doses.

Fourth-quarter 2024 Paxlovid revenues of $727 million increased $3.9 billion operationally compared with $(3.1) billion of revenues recorded in the prior-year quarter, primarily driven by the transition to traditional commercial market sales in the U.S., including a one-time, non-cash revenue reversal of $3.5 billion recorded in fourth-quarter 2023.

Vyndaqel family drugs generated sales of $1.55 billion, up 60%. Eliquis, a blood thinner drug, generated sales of $1.83 billion, up 14%.

Global revenues of $915 million from legacy Seagen compared with $132 million in fourth-quarter 2023 following the completion of the acquisition in mid-December 2023.

Nurtec ODT/Vydura sales jumped 39% to $392 million. Prevnar family pneumococcal vaccine sales dipped 4% to $1.56 billion, and Abrysvo RSV vaccine sales slumped 62% to $198 million.

Guidance: Pfizer reaffirms 2025 revenues of $61 billion-$64 billion compared to consensus of $63.025 billion.

The company anticipates adjusted EPS of $2.80-$3.00 compared to consensus of $2.94.

Price Action: At the last check on Tuesday, PFE stock was up 1.87% at $26.69 during the premarket session.

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