异动解读 | 银休特盘后大涨10.89%,季度业绩超预期推动股价上涨

异动解读
May 09

银休特(Insulet,股票代码:PODD)在盘后交易中大幅上涨10.89%,引发市场关注。这一显著涨幅主要归因于公司公布的第一季度财报优于市场预期。

银休特是一家专注于可穿戴式胰岛素泵生产的医疗设备公司。其主打产品Omnipod是一种无需外部管道的自动胰岛素输送设备,深受糖尿病患者欢迎。公司的Omnipod 5系统是首个获准用于管理1型和2型糖尿病的系统,显示了其在市场中的领先地位。尽管市场对新型糖尿病和减肥药物(GLP-1s)需求激增可能影响胰岛素泵销售存在担忧,但银休特的业绩表现有力地回应了这些疑虑。

财报显示,银休特第一季度总收入同比增长28.8%,达到5.69亿美元,超过分析师预期的5.434亿美元。其中,Omnipod胰岛素泵的销售额达到5.541亿美元,同样高于市场预期。公司调整后每股收益为1.02美元,大幅超过分析师平均预期的0.80美元。基于强劲的业绩表现,银休特上调了全年收入增长预期,从此前的16%到20%提高至19%到22%,进一步提振了投资者信心。

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