异动解读 | 吉利德科学季度业绩喜人带动股价大涨5.32%,新老药物并驾齐驱促进长期增长

异动解读
12 Feb

吉利德科学(GILD)周二盘后大涨5.32%,引发市场关注。公司公布的2024年第四季度业绩数据喜人,成为暴涨主因。

数据显示,吉利德公司第四季度调整后每股收益1.90美元,超出华尔街预期的1.70美元。营收达到75.7亿美元,也高于分析师71.4亿美元的预期。公司预计2025年调整后每股收益在7.70至8.10美元之间,产品销售额在282至286亿美元区间,较今年将实现增长。

就具体产品而言,吉利德的艾滋病特效药物Biktarvy在第四季度的销售额达到38亿美元,同比大增21%,继续保持强劲增长态势。尽管丙肝药物Veklury销售额出现下滑,但其他抗肿瘤和肝病药物实现了增长。值得注意的是,在中国市场,吉利德的丙肝泛基因型复方制剂丙通沙(Epclusa)依然占据主导地位,助其在该细分领域保持竞争优势。

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