减肥药销售额激增,诺和诺德Q3盈利超预期

老虎资讯综合
06 Nov 2024

11月6日,制药巨头诺和诺德公布了第三季度业绩。财报显示,诺和诺德Q3净销售额为713.11亿丹麦克朗,同比增长22%;净利润为273.01亿丹麦克朗,同比增长21%,好于市场预期的267亿丹麦克朗。

Q3毛利润为600.03亿丹麦克朗,同比增长22%;毛利率为84.1%,低于市场预期的84.5%。营业利润为338.22亿丹麦克朗,同比增长26%;营业利润率为47.4%,高于市场预期的46%。

值得注意的是,备受关注的畅销减肥药物Wegovy Q3销售额为173.04亿丹麦克朗,同比增长79%,好于市场预期的156亿丹麦克朗。在更多的保险公司同意支付该药物的费用后,尽管价格有所下降,但Wegovy在美国市场的销售额仍增长了约50%。

这让投资者松了一口气,原因是诺和诺德竞争对手礼来(LLY.US)在上周公布的Zepbound Q3销售额不及预期引发了投资者的担忧。

到目前为止,最大的障碍一直是满足客户对减肥药物的需求。诺和诺德和礼来都承诺投入数十亿美元来提高产能,同时努力说服更多保险公司为患者报销减肥药物费用。诺和诺德周三表示,预计今年“多个产品和地区”的周期性短缺将继续存在。

展望未来,诺和诺德预计,按固定汇率计算,2024年全年销售额将增长23%-27%,此前预期为增长22%-28%;预计全年营业利润将增长21%-27%,此前预期为20%-28%。

财报发布后,诺和诺德美股夜盘持续拉升,现涨超4%。

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