11月1日,药品分销商卡地纳健康公司盘前股价大涨5.52%,报111.04美元,引发市场广泛关注。
卡地纳健康当日上调了2025财年每股收益预期,将之前的 7.55-7.70美元区间上调至7.75-7.90美元。公司表示,第一季度每股收益为1.88美元,超过分析师平均预期的1.62美元,受益于对昂贵的特药和品牌药的强劲需求,推动了其制药部门的销售增长。
该公司预计,制药和特殊解决方案部门的利润将增长4%至6%,而之前的预测为增长1%至3%。该部门分销品牌药、仿制药、特药和非处方药产品,是公司收入的主要来源。专家指出,随着公司加大在特药领域的投资,其在复杂疾病治疗药物分销方面的竞争力有望进一步提高,支撑业绩持续向好。
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