苏黎世/伦敦10月22日电——瑞士制药商罗氏(Roche)周四公布的第三季度销售额超出预期,在公司放眼海外以充实面临专利即将到期的产品线之际,多发性硬化症药物Ocrevus等核心药物的稳定需求为之争取了时间。
ZURICH/ LONDON, Oct 22 - Swiss drugmaker Roche beat third-quarter sales expectations on Thursday, supported by steady demand for key medicines such as Ocrevus to buy time as it looks abroad to restock a pipeline facing looming patent expiries.
按固定汇率计算,集团营收增长7%,达到161.3亿瑞士法郎(合196.1亿美元),超过了公司汇总的157.5亿瑞士法郎(合191.5亿美元)的共识预期。
Group revenue rose 7% at constant exchange rates to 16.13 billion Swiss francs ($19.61 billion), exceeding a company-compiled consensus forecast of 15.75 billion francs ($19.15 billion).
但该季度也传出了来自竞争压力的早期警报——在首款更便宜的仿制药推出后,重磅药物Xolair未能达到市场预期,销售额为8.48亿瑞士法郎(合10.3亿美元),而预期为9.25亿瑞士法郎(合11.2亿美元)。该股在早盘交易中下跌了1.1%。
But the quarter brought an early warning of competitive pressure - blockbuster Xolair missed market forecasts after the first cheaper copycat launched, generating sales of 848 million francs ($1.03 billion) against expectations of 925 million francs ($1.12 billion). Shares fell 1.1% in morning trade.
随着几款较老的重磅药物即将专利到期,罗氏正寄希望于其最大规模的产品来推动近期增长,同时加大对下一代疗法的外部交易力度。据报道,该公司周一与中国的翰森制药达成了一项价值超过150亿美元的协议。
With several older blockbuster drugs nearing patent expiry, Roche is banking on its biggest products to drive near-term growth while stepping up external dealmaking for next-generation treatments. The company has struck a deal worth over $15 billion with China's Hansoh Pharma, it was reported Monday.
在谈及欧洲的生物技术生态系统时,首席执行官托马斯·希内克(Thomas Schinecker)周四表示,该集团过去四年中大约50%的外部许可交易是在美国进行的,另外50%是在中国和亚洲进行的。
Taking aim at Europe's biotech ecosystem, CEO Thomas Schinecker said on Thursday that roughly 50% of the group's external licensing deals over the past four years were made in the US and the other 50% in China and Asia.
希内克说:“这在一定程度上向你展示了欧洲在创新方面的现状。”
"This shows you a little bit the status where Europe is in terms of its innovation," Schinecker said.
管理层还指出,尽管中国医疗保健价格改革带来的拖累导致当地出现两位数的下降,但这种负面影响正在缓和。诊断业务部门增长了5%,达到35.4亿瑞士法郎(合43亿美元),预计明年将恢复至“正常”的个位数中高段增长。
Management also noted the drag from China's healthcare pricing reforms was easing despite double-digit declines there, with the diagnostics division - which grew 5% to 3.54 billion francs ($4.30 billion) - set to return to "normal" mid- to high-single-digit growth next year.
罗氏还受益于美元兑瑞士法郎汇率的趋稳,这缓解了北美市场长期以来的汇率拖累,该市场约占集团营收的一半。
Roche also benefited from a stabilising dollar against the Swiss franc, easing prolonged exchange-rate drag in a North American market that accounts for nearly half of group revenue.
畅销疗法推动了制药业务的发展,其中以多发性硬化症注射液Ocrevus为首,按固定汇率计算,该药销售额增长9%,达到18.4亿瑞士法郎(合22.4亿美元)。
Top-selling therapies drove the pharmaceutical unit, led by multiple sclerosis shot Ocrevus, which rose 9% at constant currencies to 1.84 billion francs ($2.24 billion).