10月30日,葛兰素史克(GSK)在盘前交易中大跌逾5%,跌幅一度达到5.03%。这主要受其 2024 年第三季度财报利空消息影响,尽管营收和利润部分指标超出市场预期,但公司两款畅销疫苗销量大幅下滑成为隐患。
财报显示,GSK第三季度营收80.12亿英镑,同比下滑2%,但每股收益49.7便士高于分析师预期的44便士。然而,GSK两款畅销疫苗Arexvy和Shingrix的销量却远低于市场预期,分别比预期低35%和17%。
分析表明,Arexvy受到了美国官方限制其适用人群的建议影响,而Shingrix的处方数量减少也导致销量放缓。由于疫苗业务占GSK近三年收入增量的40%以上,其销量疲软将重新引发市场对该公司未来增长前景的担忧。
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