异动解读 | 乌龙制药盘前大跌5.50%,第二季度净亏损超预期

异动解读
Aug 07

乌龙制药(UroGen Pharma,股票代码:URGN)今日盘前大跌5.50%,主要原因是公司公布的第二季度财报显示净亏损超出分析师预期。

根据财报,乌龙制药第二季度净亏损为4994万美元,远高于分析师预期的4000万美元。虽然公司的JELMYTO产品收入同比增长11%,达到2422万美元,超出了分析师2310万美元的预期,但这一亮点似乎被巨额亏损所掩盖。公司第二季度运营费用高达6211万美元,其中研发费用为1890万美元,这些因素共同导致了较大的亏损。

尽管如此,乌龙制药也传来了一些积极消息。美国食品药品监督管理局(FDA)批准了公司的新药ZUSDURI,这被认为是公司产品组合的重要里程碑。公司预计ZUSDURI拥有超过50亿美元的市场机会。此外,乌龙制药预计2025年全年JELMYTO收入将达到9400万至9800万美元。然而,这些利好消息似乎未能抵消投资者对公司短期财务表现的担忧,导致股价出现大幅下跌。

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