默沙东公司今日盘前大幅下跌5.91%,引发市场广泛关注。主要原因如下:
一是默沙东2025年营收展望不如预期。公司预计2025年全年营收为641亿美元至656亿美元,低于市场预期的673.7亿美元,主要是由于HPV疫苗Gardasil出口中国市场暂时中断。
二是公司旗舰HPV疫苗Gardasil从本月开始暂停向中国市场出口销售,至少持续到今年年中。这是由于中国市场对Gardasil的需求持续疲软,加上中国政府反贿赂和反腐败运动的冲击影响。Gardasil一直是默沙东除了Keytruda之外最大的增长点,主要国际销售来自于中国市场,出现销售中断无疑将大幅影响默沙东的营收表现。
三是上季度Gardasil销售疲软,仅获15.5亿美元营收,低于市场预期的18亿美元,拖累了默沙东的整体业绩表现。尽管另一旗舰药品Keytruda的销售增长令人鼓舞,但Gardasil的疲软无疑让投资者失望。
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