Wednesday, GSK Plc (NYSE:GSK) reported second-quarter sales of $9.95 billion (7.88 billion Sterling Pounds), up 10% year-over-year and 13% on constant currency. The analysts estimated sales of $9.66 billion.
Vaccines' sales decreased 1% at constant currency to 1.99 billion pounds, reflecting increased demand for Meningitis vaccines and uptake of Arexvy in the U.S. in line with expected waning seasonal demand.
Shingrix sales reached 832 million pounds, down 4% at constant currency, with Arexvy sales of 62 million pounds. Reuters noted that the vaccine sales came in below expectations.
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Specialty Medicine sales increased 20% to 3.02 billion pounds, reflecting continued growth across disease areas, with strong performances in HIV, Respiratory/Immunology, and Oncology.
HIV drug revenues increased by 11% to 1.76 billion pounds. General Medicines sales rose marginally by 9% to 2.86 billion pounds. Trelegy (asthma drug) sales reached 842 million pounds, up 38%, and the company said the drug performed better than expected.
The company reported core EPS of $1.10 (43.4 pence), up 13% on a constant currency and 12% on a reported basis, beating the consensus of $0.99.
Emma Walmsley, CEO said, "Q2 sales grew in all areas, with Specialty Medicines in particular benefitting from new product launches in oncology and HIV."
Guidance: GSK expects 2024 adjusted EPS growth of 10%-12%, up from the previous growth forecast of 8%-10%.
The company expects 2024 revenues to grow between 7%-9% compared to the prior forecasts of the upper end of its 5% to 7% range.
The company forecasts a 2024 core operating profit increase of 11%-13% versus prior guidance of 9%-11% growth.
Vaccine sales are expected to increase at low to mid-single digit percent in 2024, compared to the growth of high single-digit to low double-digit percent expected earlier.
Specialty Medicine revenue is expected to grow at mid-to-high teens percent, compared to a prior growth range of low double-digit percent.
General Medicines 2024 sales are forecasted to increase at low to mid-single digit percent compared to the previous mid-single-digit percent range.
Price Action: GSK stock is down 2.44% at $38.80 at the last check on Wednesday.
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周三，葛兰素史克公司（NYSE:GSK）报告第二季度销售额为99.5亿美元（78.8亿英镑），同比增长10％，恒定汇率增长13%。分析师预测销售额为96.6亿美元。
生物-疫苗以固定货币计算的销售额下降1%，为19.9亿英镑，反映了脑膜炎疫苗的需求增加以及Arexvy在美国的市场接受度与预期的季节性需求下降相吻合。
Shingrix销售额达到83200万英镑，以固定货币计算下降4%，Arexvy的销售额为6200万英镑。路透社指出，疫苗销售额低于预期。
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特殊医药销售额增长20%，达到30.2亿英镑，反映了在各种疾病领域的持续增长，在艾滋病毒，呼吸/免疫和肿瘤领域表现强劲。
HIV药物收入增长了11%，至17.6亿英镑。普通药物销售微幅增长9%，至28.6亿英镑。哮喘药物Trelegy销售额达到84200万英镑，增长38%，公司表示该药物表现优于预期。
公司报告的核心每股收益为$1.10（43.4便士），以固定货币计算增长13%，以报告基础上增长12%，超过市场预期的$0.99。
首席执行官艾玛·沃尔姆斯利表示：“第二季度各领域销售额均增长，特别是特殊医药领域从肿瘤和艾滋病毒的新产品推出中获益。”
预测：GSK预计2024年调整后的每股收益将增长10%-12%，高于先前的增长预测8%-10%。
公司预计2024年的收入将比之前预测的5%至7%的上限范围增长7%-9%。
公司预测2024年核心营业利润将增长11%-13%，而先前的指导为9%-11%的增长。
预计2024年疫苗销售额将在低至中个位数的百分比上增长，而先前预期高位数到低双位数的百分比增长。
预计特殊医药收入将在中到高青少年百分数上增长，而先前的增长范围为低双位数百分数。
预测2024年普通药物销售额将以低到中个位数的百分比增长，而先前的中个位数的范围增长。
价格行动：GSK股票周三最后一次交易时下跌2.44%，报$38.80。
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