【礼来盈利、营收大超预期 上调全年销售指引】礼来周三公布第二季度财报，盈利与营收大幅超出市场预期，并上调全年销售指引，其爆款减重药 Zepbound 与糖尿病药物 Mounjaro 的需求再度激增。这家制药巨头目前预计 2026 年营收介于 850 亿‑870 亿美元，此前指引为 820 亿‑850 亿美元。礼来预计全年调整后每股收益 35.50‑36.50 美元，此前预期为 35.50‑37 美元。公司表示，基础利润指引的中值上调 2.78 美元每股，但本季度多笔交易相关费用共计每股 3.03 美元，抵消了上述增量。得益于肥胖及糖尿病药物带来的巨额收益，礼来正开启一轮大规模并购。该公司 7 月刚达成收购一家致幻类药物药企的交易，5 月也曾宣布计划收购三家疫苗企业。尽管上述两款药物在美国市场售价有所下降，但 Zepbound 和 Mounjaro 需求依旧旺盛，支撑礼来连续多个季度业绩向好。Mounjaro 本季度全球营收增长 91%，达 99.4 亿美元，其中美国市场销售额 48 亿美元。据 StreetAccount 数据，该数据高于分析师此前预期的全球销售额 89.9 亿美元、美国市场营收 44.4 亿美元。Mounjaro 海外市场表现尤为亮眼，美国以外地区销售额暴涨 172%。
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