
赛诺菲连续第二个季度上调今年的销售和利润预期,原因是其最畅销的皮肤和哮喘药物Dupixent需求上升。
Sanofi raised its forecasts for sales and profit this year for a second straight quarter on rising demand for its top-selling skin and asthma drug Dupixent.
这家法国制药公司周五表示,按固定汇率计算,预计销售额将实现百分之十几的低段增长,高于此前预测的10%。目前预计,剔除部分项目的每股收益将增长百分之十几的中段。
Sales are seen growing by a low-teens percentage at constant exchange rates, higher than the 10% previously forecast, the French drugmaker said Friday. Earnings per share excluding some items are now expected to increase by a mid-teens percentage.
Dupixent第三季度销售额总计57亿欧元(合64亿美元),高于分析师预测的52亿欧元,推动该季度利润超出预期。剔除部分项目的每股收益为3.55欧元,高于彭博调查的分析师预估的2.80欧元。
Dupixent sales totaled €5.7 billion ($6.4 billion) in the third quarter, above the €5.2 billion analysts predicted, helping drive profit past expectations in the quarter. Earnings per share excluding some items were €3.55, above the €2.80 estimate of analysts surveyed by Bloomberg.
Dupixent的强劲表现盖过了疫苗销售下滑的影响,原因是流感疫苗和呼吸道合胞病毒药物Beyfortus在美国面临压力。这家制药商在药品销售和推广相关费用上的支出也低于预期。
Dupixent’s strength outweighed declining vaccine sales as flu shots and RSV medicine Beyfortus came under pressure in the US. The drugmaker also spent less than expected on expenses related to selling and promoting its medicines.
尽管如此,Dupixent的销售凸显了赛诺菲对该药的依赖。该药物将在本世纪30年代初开始失去专利保护,而赛诺菲尚未找到可信的替代来源来弥补该疗法(与再生元制药公司共同开发)带来的收入。
Still, Dupixent’s sales highlight Sanofi’s reliance on the medicine. The drug will begin losing patent protection in the early 2030s, and Sanofi has yet to come up with a credible replacement for revenue from the therapy, which was developed with Regeneron Pharmaceuticals.
新任首席执行官白理惟在声明中表示:“整个组织都专注于管理赛诺菲未来十年在Dupixent之后的增长轨迹。我们的首要任务是通过应对Dupixent失去独占权来保护盈利。”白理惟已经叫停了几款她认为前景不佳的药物研发,并计划采取更严格的方式来构建研发管线。她还用罗氏前高管保罗·丰图拉替换了研发主管胡曼·阿什拉菲安。
“The whole organization is focused on managing Sanofi’s post-Dupixent trajectory over the next decade,” new Chief Executive Officer Belén Garijo said in the statement. “Our priority is to protect earnings through Dupixent’s loss of exclusivity.”Garijo has already halted the development of several medicines she viewed as unpromising and plans to take a more rigorous approach to building its pipeline. She also replaced R&D chief Houman Ashrafian with former Roche executive Paulo Fontoura.
投资者正在等待一笔重大收购,很可能是收购一项处于后期开发阶段的资产,以便及时推向市场,抵消部分Dupixent销售损失。今年早些时候,赛诺菲和再生元表示将扩大合作关系,根据协议,这家美国制药商最多可获得80亿美元。
Investors are waiting for a significant acquisition, likely of an asset in late-stage development that can be brought to market in time to offset some lost Dupixent sales. Earlier this year, Sanofi and Regeneron said they would expand their partnership in a deal that could see the US drugmaker receive as much as $8 billion.
对未来增长的担忧拖累了股价,该股今年已下跌约8%。多项临床试验结果令人失望,包括一种名为amlitelimab的治疗特应性皮炎的在研药物,以及一种治疗罕见自身免疫性疾病的药物。
Concern over future growth has weighed on the stock, which is down about 8% this year. Several clinical trials have had disappointing results, including an experimental drug for atopic dermatitis called amlitelimab and a medicine for a rare autoimmune condition.