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.
Also Read: Zantac Verdict: Jury Finds No Link To Colon Cancer In Initial Trial, GSK And Boehringer Prevail In First Zantac Cancer Lawsuit.
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.
- GSK's Top Selling Vaccine Can Potentially Reduce Dementia Risk, Research Suggests.
Photo via Wikimedia Commons
週三，葛蘭素史克集團（紐約證券交易所代碼：GSK）公佈第二季度銷售額爲99.5億美元（78.8英鎊），同比增長10％，按固定匯率計算增長13％。分析師估計銷售額爲96.6億美元。
按固定匯率計算，疫苗的銷售額下降了1％，至19.9英鎊，這反映了對腦膜炎疫苗的需求增加，以及隨着季節性需求減弱的預期，美國對Arexvy的吸收。
Shingrix的銷售額達到83200萬英鎊，按固定匯率計算下降了4％，Arexvy的銷售額爲6200萬英鎊。路透社指出，疫苗的銷售低於預期。
另請閱讀：Zantac的裁決：陪審團在初審中認定與結腸癌無關，葛蘭素史克和勃林格在首次Zantac癌症訴訟中獲勝。
特殊藥物的銷售額增長了20％，達到30.2磅，這反映了各個疾病領域的持續增長，在艾滋病毒、呼吸/免疫學和腫瘤學領域表現強勁。
艾滋病毒藥物收入增長了11％，達到17.6英鎊。普通藥品的銷售額小幅增長了9％，達到28.6磅。Trelegy（哮喘藥物）的銷售額達到84200萬英鎊，增長了38％，該公司表示該藥物的表現好於預期。
該公司公佈的核心每股收益爲1.10美元（43.4便士），按固定貨幣計算增長13％，按報告計算增長12％，超過市場普遍預期的0.99美元。
首席執行官艾瑪·沃爾姆斯利表示：“第二季度所有領域的銷售額均有所增長，其中特殊藥物尤其受益於腫瘤學和艾滋病毒領域的新產品的推出。”
指導：葛蘭素史克預計，2024年調整後的每股收益將增長10％-12％，高於之前預測的8％-10％。
該公司預計，與之前預測的5％至7％區間的上限相比，2024年的收入將增長7％-9％。
該公司預測，2024年的核心營業利潤將增長11％-13％，而之前的預期增長率爲9％-11％。
預計到2024年，疫苗銷售將以低至中個位數的百分比增長，而此前預計的個位數至較低的兩位數百分比將增長。
特殊醫學收入預計將以中高水平的青少年百分比增長，而之前的增長區間爲兩位數的低百分比。
與之前的中等個位數百分比區間相比，預計2024年普通藥品的銷售額將以低至中個位數的百分比增長。
價格走勢：在週三的最後一次支票中，葛蘭素史克股價下跌2.44％，至38.80美元。
- 研究表明，葛蘭素史克最暢銷的疫苗有可能降低癡呆症的風險。
照片來自維基共享資源
