Novartis' Q2 Earnings: Revenue And EPS Beat, Raises 2024 Profit Forecast On Strong Demand For Key Drugs
Novartis' Q2 Earnings: Revenue And EPS Beat, Raises 2024 Profit Forecast On Strong Demand For Key Drugs
Swiss pharma giant Novartis AG (NYSE:NVS) reported a second-quarter adjusted EPS of $1.97, up 21% year over year (+17% on constant currency), beating the consensus of $1.89.
瑞士製藥巨頭諾華公司（紐約證券交易所代碼：NVS）公佈的第二季度調整後每股收益爲1.97美元，同比增長21％（按固定匯率計算增長17％），超過市場普遍的1.89美元。
The company's sales reached $12.51 billion, up 11% year over year and 9% in constant currency, beating the consensus of $12.375 billion.
該公司的銷售額達到125.1億美元，同比增長11％，按固定貨幣計算增長9％，超過了123.75億美元的共識。
Also Read: FDA Approves Novartis' Lutathera As First Therapy For Pediatric Patients With Gastroenteropancreatic Neuroendocrine Tumors.
另請閱讀：美國食品藥品管理局批准諾華的Lutathera作爲胃腸胰腺神經內分泌瘤兒科患者的第一種療法。
Sales growth is driven by a strong performance from Entresto, Kesimpta, Cosentyx, Kisqali, Leqvio, and Pluvicto.
銷售增長是由Entresto、Kesimpta、Cosentyx、Kisqali、Leqvio和Pluvicto的強勁表現推動的。
The volume contributes 15 percentage points to growth. Generic competition had a negative impact of 2 percentage points, and pricing had a negative impact of 2 percentage points.
該交易量爲增長貢獻了15個百分點。仿製藥競爭產生了2個百分點的負面影響，定價產生了2個百分點的負面影響。
The company reported second-quarter operating income of $4.0 billion, up 43% (+47% at constant currency), mainly driven by higher net sales and lower impairments, partly offset by higher R&D investments.
該公司公佈的第二季度營業收入爲40億美元，增長43％（按固定匯率計算增長47％），這主要是由淨銷售額增加和減值減少所推動的，但部分被研發投資的增加所抵消。
Sales of the heart failure drug Entresto reached $1.89 billion, up 25%, and sales of the psoriasis drug Cosentyx increased by 20% to $1.53 billion.
心力衰竭藥物Entresto的銷售額達到18.9億美元，增長了25％，牛皮癬藥物Cosentyx的銷售額增長了20％，達到15.3億美元。
Cancer drug Pluvicto, hit by supply crunch, reported sales of $345 million, up 44%.
受供應緊縮打擊的抗癌藥物Pluvicto公佈的銷售額爲3.45億美元，增長44％。
Sales of Kesimpta for multiple sclerosis increased 63% to $799, sales of the breast cancer drug Kisqali increased 45% to $717 million, and sales of the cholesterol-lowering medication Leqvio generated $182 million, up 133%.
治療多發性硬化症的Kesimpta的銷售額增長了63％，達到799美元；乳腺癌藥物Kisqali的銷售額增長了45％，達到7.17億美元；降膽固醇藥物Leqvio的銷售額增長了1.82億美元，增長了133％。
Novartis generated an operating cash flow of $4.90 billion and a free cash flow of $4.60 billion in the second quarter.
諾華在第二季度創造了49.0億美元的運營現金流和46.0億美元的自由現金流。
Guidance: Novartis reaffirms its 2024 net sales growth of high-single to low-double-digit percentage.
指導：諾華重申其2024年的淨銷售額增長率爲高個位數至低兩位數百分比。
The company revised its expectations for core operating income, which is now expected to grow in the mid-to-high-teens percentage range, compared to the prior range of low double-digit to mid-teens.
該公司修改了對核心營業收入的預期，目前預計核心營業收入將在中到高百分比範圍內增長，而之前的增長幅度爲兩位數至十幾歲左右。
"We remain on track to achieve our mid-term sales growth (+5% cc CAGR 2023-2028) and margin (40%+ by 2027) guidance," commented Vas Narasimhan, CEO.
首席執行官瓦斯·納拉西曼評論說：“我們仍有望實現中期銷售增長（2023-2028年複合年增長率+5％）和利潤率（到2027年超過40％）預期。”
Price Action: NVS shares are down 3.17% at $108.26 during the premarket session at the last check Thursday.
價格走勢：在週四最後一次盤前交易中，NVS股價下跌3.17％，至108.26美元。
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