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
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.
週四，阿斯利康股份有限公司 (納斯達克：AZN) 報告第二季度銷售額爲129.4億美元，同比增長13% (+17% 貨幣不變)，超過預期的127.5億美元。
The company's adjusted EPADS reached $0.99, inline with consensus. The adjusted EPS was $1.98 (1 ADR = 2 Common Shares)
公司調整後的每股收益（EPADS）爲0.99美元，符合市場預期。調整後的每股收益爲1.98美元（1個ADR=2個普通股）。
Also Read: China Approves AstraZeneca's Tagrisso-Chemotherapy Combo Regime For Previously Untreated Lung Cancer Patients.
中國批准阿斯利康的Tagrisso-化療聯合療法用於未曾接受過治療的肺癌患者。
AstraZeneca's top business, oncology, delivered a 15% jump (up 19% on constant currency) in second-quarter sales to $5.33 billion.
阿斯利康的主要業務部門——腫瘤學，第二季度銷售額達到53.3億美元，同比增長15%（貨幣不變下增長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是最暢銷的抗癌藥品，分別產生16.1億美元、11.5億美元和7900萬美元的營收。
- 由於全球需求強勁，Tagrisso增長了8%（貨幣不變下增長了12%），Calquence增長了21%（貨幣不變下增長了22%），在一線治療CLL方面保持了領先地位。Enhertu的營收達到4,720萬美元，同比增長46%（貨幣不變下增長49%）。
Cardiovascular, Renal, and Metabolism (CVRM) sales increased 18% (up 22 at CER)% to $3.16 billion.
心血管、腎臟和代謝疾病 (CVRM) 銷售額增長了18%（貨幣不變下增長22%）至31.6億美元。
- Farxiga sales were up 29% (32% at CER) to $1.95 billion, and Lokelma sales increased 36% (41% at CER).
- Farxiga銷售額同比增長29%（貨幣不變下增長32%）至19.5億美元，Lokelma銷售額增長了36%（貨幣不變下增長41%）。
R&I Respiratory & Immunology sales increased 23% (26% CER) to $1.91 billion.
R&I呼吸道治療和免疫學銷售額同比增長23%（貨幣不變下增長26%）至19.1億美元。
- 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的收入增長了44%（貨幣不變下增長47%），Saphnelo銷售額增長了65%，Tezspire銷售額增長了97%（貨幣不變下翻了一倍以上），Symbicort的收入同比增長20%（貨幣不變下增長25%），達到了7,220萬美元。
Rare Disease drug sales increased by 10% (+14% at CER) to $2.15 billion.
罕見疾病藥品的銷售額同比增長10%（貨幣不變下增長14%）至21.5億美元。
- 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的收入同比增長33%達到9,460萬美元（貨幣不變下增長36%），部分抵消了Soliris的下降，Soliris同比下降14%（貨幣不變下下降8%）至7,000萬美元。
- Strensiq增長13%（貨幣不變下增長14%），Koselugo增長43%（貨幣不變下增長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.
指導：截至2024財年，阿斯利康預計總營收和核心每股收益將同比增長兩位數百分比，而不是先前預計的兩位數到幾乎兩位數的百分比。
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.
路透社強調銷售前景，表明公司已經從其2021年的最高銷售COVID疫苗轉型，這些轉型主要是由癌症治療和強大的新藥管道推動的，預計到本十年末將有新藥用於治療各種疾病。
Price Action: AZN stock is down 4.44% at $76.16 during the premarket session at last check on Thursday.
週四盤前，AZN股票最後檢查下跌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.
- 歐洲藥品管理局接受阿斯利康的COVID-19預防藥物用於免疫系統虛弱的患者的營銷申請並進行了加速評估。
Image by Robert Way via Shutterstock
圖像來自Shutterstock的Robert Way