AstraZeneca Posts Mixed Q2 Earnings, Still Raises Annual Guidance On Strong Demand For Cancer, Rare Disease Medicines
AstraZeneca Posts Mixed Q2 Earnings, Still Raises Annual Guidance On Strong Demand For Cancer, Rare Disease Medicines
AstraZeneca's top business, oncology, delivered a 15% jump (up 19% on constant currency) in second-quarter sales to $5.33 billion.On Thursday, AstraZeneca Plc (NASDAQ:AZN) reported second-quarter sales of $12.94 billion, up 13% year over year (+17% at constant currency), beating the consensus of $12.75 billion.
周四，阿斯利康股份有限公司 (纳斯达克：AZN) 报告第二季度销售额为129.4亿美元，同比增长13% (+17% 货币不变)，超过预期的127.5亿美元。
The company's adjusted EPADS reached $0.99, inline with consensus. The adjusted EPS was $1.98 (1 ADR = 2 Common Shares)
公司调整后的每股收益（EPADS）为0.99美元，符合市场预期。调整后的每股收益为1.98美元（1个ADR=2个普通股）。
Also Read: China Approves AstraZeneca's Tagrisso-Chemotherapy Combo Regime For Previously Untreated Lung Cancer Patients.
中国批准阿斯利康的Tagrisso-化疗联合疗法用于未曾接受过治疗的肺癌患者。
AstraZeneca's top business, oncology, delivered a 15% jump (up 19% on constant currency) in second-quarter sales to $5.33 billion.
阿斯利康的主要业务部门——肿瘤学，第二季度销售额达到53.3亿美元，同比增长15%（货币不变下增长19%）。
- Tagrisso, Imfinzi, and Calquence were the top-selling cancer drugs, generating $1.61 billion, $1.15 billion, and $790 million, respectively.
- Tagrisso is up 8% (12% at CER) due to strong global demand, and Calquence is up 21% (22% at CER) with sustained leadership in 1L CLL. Enhertu's revenue reached $472 million, up 46% (49% at CER).
- Tagrisso、Imfinzi和Calquence是最畅销的抗癌药品，分别产生16.1亿美元、11.5亿美元和7900万美元的营收。
- 由于全球需求强劲，Tagrisso增长了8%（货币不变下增长了12%），Calquence增长了21%（货币不变下增长了22%），在一线治疗CLL方面保持了领先地位。Enhertu的营收达到4,720万美元，同比增长46%（货币不变下增长49%）。
Cardiovascular, Renal, and Metabolism (CVRM) sales increased 18% (up 22 at CER)% to $3.16 billion.
心血管、肾脏和代谢疾病 (CVRM) 销售额增长了18%（货币不变下增长22%）至31.6亿美元。
- Farxiga sales were up 29% (32% at CER) to $1.95 billion, and Lokelma sales increased 36% (41% at CER).
- Farxiga销售额同比增长29%（货币不变下增长32%）至19.5亿美元，Lokelma销售额增长了36%（货币不变下增长41%）。
R&I Respiratory & Immunology sales increased 23% (26% CER) to $1.91 billion.
R&I呼吸道治疗和免疫学销售额同比增长23%（货币不变下增长26%）至19.1亿美元。
- Breztri revenue is up 44% (47% at CER). Saphnelo sales increased 65%, Tezspire sales were up 97% (>2x at CER), and Symbicort revenues were up 20% (25% CER) to $722 million.
- Breztri的收入增长了44%（货币不变下增长47%），Saphnelo销售额增长了65%，Tezspire销售额增长了97%（货币不变下翻了一倍以上），Symbicort的收入同比增长20%（货币不变下增长25%），达到了7,220万美元。
Rare Disease drug sales increased by 10% (+14% at CER) to $2.15 billion.
罕见疾病药品的销售额同比增长10%（货币不变下增长14%）至21.5亿美元。
- Ultomiris revenue is up 33% to $946 million (36% at CER), partially offset by a decline in Soliris of 14% (8% at CER) to $700 million.
- Strensiq up 13% (14% at CER) and Koselugo up 43% (45% at CER).
- Ultomiris的收入同比增长33%达到9,460万美元（货币不变下增长36%），部分抵消了Soliris的下降，Soliris同比下降14%（货币不变下下降8%）至7,000万美元。
- Strensiq增长13%（货币不变下增长14%），Koselugo增长43%（货币不变下增长45%）。
Guidance: For fiscal year 2024, AstraZeneca forecasts total revenue and core EPS to increase by a mid-teens percentage, compared to prior guidance of a low double-digit to low-teens percentage.
指导：截至2024财年，阿斯利康预计总营收和核心每股收益将同比增长两位数百分比，而不是先前预计的两位数到几乎两位数的百分比。
Reuters highlights the sales outlook, which indicates that the company has transitioned beyond its peak-selling COVID vaccine from 2021, driven by its cancer therapies and a robust pipeline with new treatments for various diseases expected by the decade's end.
路透社强调销售前景，表明公司已经从其2021年的最高销售COVID疫苗转型，这些转型主要是由癌症治疗和强大的新药管道推动的，预计到本十年末将有新药用于治疗各种疾病。
Price Action: AZN stock is down 4.44% at $76.16 during the premarket session at last check on Thursday.
周四盘前，AZN股票最后检查下跌4.44%至76.16美元。
- AstraZeneca's COVID-19 Prevention Drug For Patients With Weak Immune Systems – European Medicines Agency Accepts Marketing Application Under Accelerated Assessment.
- 欧洲药品管理局接受阿斯利康的COVID-19预防药物用于免疫系统虚弱的患者的营销申请并进行了加速评估。
Image by Robert Way via Shutterstock
图像来自Shutterstock的Robert Way