异动解读 | 赛诺菲安万特盘前大涨5.05%,三季度业绩超预期,Dupixent销售强劲

异动解读
Oct 24, 2025

赛诺菲安万特(SNY)今日盘前大涨5.05%,引起市场广泛关注。这一涨幅主要源于公司发布的三季度财报显示业绩超出市场预期,特别是其旗舰药物Dupixent的销售表现亮眼。

根据财报,赛诺菲三季度营收达124.3亿欧元,同比增长2.3%。按固定汇率计算,每股收益为2.91欧元,远超分析师平均预估的2.65欧元。这一强劲的业绩表现为公司股价提供了有力支撑。

Dupixent作为赛诺菲的重要增长引擎,三季度销售额同比增长26.2%,达到创纪录的41.6亿欧元,单季度首次突破40亿欧元大关。这款用于治疗特应性皮炎和哮喘等多种疾病的药物,预计年收入峰值将超过210亿欧元。尽管Dupixent将于2031年失去专利保护,但公司正积极寻找新药以应对这一挑战。

值得注意的是,赛诺菲的疫苗业务表现较为疲软,销售额下降7.8%至34亿欧元,主要受到流感疫苗销售额下降的影响。尽管如此,公司仍然重申了全年业绩指引,显示出对未来发展的信心。此外,赛诺菲正在推动多个潜在畅销药物通过临床试验,这些积极因素综合推动了公司股价的强劲上涨。

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