
百时美施贵宝(BMY.N)周四上调了全年营收预期,理由是其新型药物销售强劲,但因一笔巨额收购相关费用,下调了2026年每股收益预期。
Myers Squibb (BMY.N) raised its full-year revenue forecast on Thursday, citing strong sales of its newer medicines, but lowered its 2026 earnings per share projection due to a hefty acquisition-related charge.
这家美国药企表示,预计2026年调整后每股收益为6.35美元至6.55美元,营收为497.5亿美元至502.5亿美元。此前预期为每股6.75美元至7.00美元,营收490亿美元至500亿美元。公司在本季度计提了60美分的费用。
The US drugmaker said it now expects 2026 adjusted earnings of $6.35 to $6.55 per share on revenue of $49.75 billion to $50.25 billion. That compares with its previous estimates of $6.75 to $7.00 a share and $49 billion to $50 billion in revenue. The company took a charge of 60 cents in the quarter.
根据伦敦证券交易所集团(LSEG)数据,华尔街分析师平均预计全年每股收益为6.49美元,营收为498.9亿美元。该公司股价在盘前交易中上涨2.3%。
Wall Street analysts, on average, had forecast full-year EPS of $6.49 on revenue of $49.89 billion, according to LSEG data. Shares of the company were up 2.3% in premarket trading.
第三季度营收增长7%至131亿美元,高于分析师预期的127.5亿美元。季度调整后每股收益为1.35美元,同样超出华尔街预期的1.14美元。
Third-quarter revenue rose 7% to $13.1 billion, beating the $12.75 billion forecast by analysts. Quarterly adjusted earnings came in at $1.35 per share, which was also ahead of Wall Street expectations of $1.14.
首席商业化官亚当·伦科夫斯基(Adam Lenkowsky)在接受采访时表示:“我们凭借现有药物实现了强劲的商业表现,在管线未来发展方面也取得了实质性进展。”
"We delivered strong commercial performance with the medicines that we have today, and we also made real progress on what's coming next across our pipeline," Adam Lenkowsky, the company's chief commercialization officer, said in an interview.
百时美施贵宝表示,第三季度新型药物销售额同比增长12%,得益于癌症细胞疗法Breyanzi和贫血药物Reblozyl等产品销售增加。
Bristol Myers said third-quarter sales of its newer drugs rose 12% from a year earlier, driven by higher sales of products like cancer cell therapy Breyanzi and anemia drug Reblozyl.
注射用癌症免疫疗法药物O药(Opdivo)销售额同比下降6%至23.7亿美元,而同款药物的新型皮下注射版本Qvantig销售额增长两倍多,达到3.34亿美元。
Sales of infused cancer immunotherapy Opdivo fell 6% from a year earlier to $2.37 billion, while sales of Qvantig, a newer subcutaneous version of the same drug, more than tripled to $334 million.
公司表示,其“成熟”药物季度销售额累计增长1%,其中与辉瑞(PFE.N)共同拥有的抗凝血药艾乐妥(Eliquis)销售额跃升25%。
The company said quarterly sales of its "legacy" medicines rose 1% cumulatively, including a 25% jump in sales of blood thinner Eliquis, which it shares with Pfizer (PFE.N).
伦科夫斯基表示,百时美施贵宝正与美国食品药品监督管理局(FDA)合作,目标是在2027年初恢复其实验性细胞疗法zolacabtagene autoleucel治疗自身免疫性疾病的临床试验入组。
Lenkowsky said Bristol was working with the FDA with the aim of resuming enrollment in clinical trials of its experimental cell therapy zolacabtagene autoleucel in autoimmune diseases in early 2027.
9月,该公司在诺华(NOVN.S)因三名患者死亡而暂停其实验性细胞疗法的八项临床试验后,自愿暂停了相关研究以审查安全数据。
In September, the company implemented a voluntary pause on the studies to review safety data, after Novartis (NOVN.S) halted eight clinical trials of its experimental cell therapy following three patient deaths.
上周,百时美施贵宝披露,一名参加针对复发性或进展性多发性硬化症细胞疗法临床试验的患者死亡。
Last week, Bristol disclosed the death of a patient enrolled in a trial of the cell therapy for treatment of relapsing or progressive forms of multiple sclerosis.