艾伯维公司 公布了好于预期的第二季度业绩,并上调了全年盈利预期,因为该公司较新的免疫学药物抵消了其重磅关节炎治疗药物 Humira 的销售大幅下滑。
财报显示,第二季度营收154.2亿美元,同比增长6.6%,超出市场预期3.9亿美元;非通用会计准则下每股收益2.97美元,超出市场预期0.06美元。
经调整后,该公司二季度毛利率为 84.4%,营业利润率为 44.3%。
第二季度全球免疫产品组合净收入76.31亿美元,报告基准增长9.5%,经营基准增长9.2%;虽然 Humira 的净收入同比暴跌 58% 至 12 亿美元,但 Skyrizi 和 Rinvoq分别带来了 44 亿美元和 20 亿美元的收入,同比增长约 62% 和约 42%。
与此同时,艾伯维的神经科学产品组合实现了27亿美元的净收入,同比增长约24%;尽管该公司与强生合作开发的白血病治疗药物Imbruvica的销售额同比下降了10%,但其肿瘤产品组合的净收入增加了17亿美元,同比增长约3%。
艾伯维还上调了2025年调整后稀释每股收益指引:从原11.67-11.87美元调升至11.88-12.08美元(市场共识预期为11.98美元)。
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