美国药品分销巨头CENCORA(股票代码:COR)今日盘中大涨5.06%,投资者对公司最新财报及上调全年利润预期表现出强烈信心。
CENCORA公布的截至3月31日的第二季度调整后每股收益为4.42美元,远超分析师预期的4.11美元。公司同时上调了全年利润预期,目前预计调整后每股收益将达到15.70美元至15.95美元,高于此前预期的15.30美元至15.60美元。这一上调主要得益于昂贵特种药品和减肥药需求的强劲增长。
数据显示,CENCORA第二季度总销售额达到754.5亿美元,同比增长10.3%。其中,美国医疗保健业务销售额增长11.4%至683亿美元,成为公司最大的收入来源。公司表示,销售额增长主要受益于治疗糖尿病和减肥的GLP-1药物以及特种药品销售的强劲表现。这一趋势反映了美国市场对治疗复杂疾病的高利润药品需求不断增长,为CENCORA及其同行带来了良好的发展机遇。
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