《大行》摩通：辉瑞(PFE.US)首季核心产品符预期惟毛利超预期全年指引或上调

阿斯达克财经05-02

摩根大通发表研报指，辉瑞(PFE.US) 公布首季业绩，核心产品Paxlovid销售表现符合预期，毛利率更超出预期达到近80%，对比该公司全年指引为约70%。虽然辉瑞管理层今次未有调整产品销售额及毛利率全年指引，但摩通相信投资者不会对辉瑞今年业绩表现持续增长或调整指引感到惊讶，将今明两年经调整每股盈利预测上调至2.45及2.57美元，对比今年度公司指引为介乎2.15至2.35美元。目前该行的...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2432184376?lang=zh_CN&edition=full","thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20201022142503154_s.jpg","is_english":false,"pubTime":"2024-05-02 11:11","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2432184376","market":"hk","top_or_hot":-1,"title":"《大行》摩通：辉瑞(PFE.US)首季核心产品符预期惟毛利超预期  全年指引或上调","media":"阿斯达克财经","content":"<div>\n<p>摩根大通发表研报指，辉瑞(PFE.US)  公布首季业绩，核心产品Paxlovid销售表现符合预期，毛利率更超出预期达到近80%，对比该公司全年指引为约70%。虽然辉瑞管理层今次未有调整产品销售额及毛利率全年指引，但摩通相信投资者不会对辉瑞今年业绩表现持续增长或调整指引感到惊讶，将今明两年经调整每股盈利预测上调至2.45及2.57美元，对比今年度公司指引为介乎2.15至2.35美元。目前该行的...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1346834/latest-news/AAFN\">网页链接</a>\n\n</div>\n","source":"aastocks_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>《大行》摩通：辉瑞(PFE.US)首季核心产品符预期惟毛利超预期  全年指引或上调</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《大行》摩通：辉瑞(PFE.US)首季核心产品符预期惟毛利超预期  全年指引或上调\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-02 11:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1346834/latest-news/AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通发表研报指，辉瑞(PFE.US)  公布首季业绩，核心产品Paxlovid销售表现符合预期，毛利率更超出预期达到近80%，对比该公司全年指引为约70%。虽然辉瑞管理层今次未有调整产品销售额及毛利率全年指引，但摩通相信投资者不会对辉瑞今年业绩表现持续增长或调整指引感到惊讶，将今明两年经调整每股盈利预测上调至2.45及2.57美元，对比今年度公司指引为介乎2.15至2.35美元。目前该行的...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1346834/latest-news/AAFN\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4533","symbol_name":"AQR资本管理(全球第二大对冲基金)","start_time":0,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1346834/latest-news/AAFN","article_id":"2432184376","we_media_id":null,"thumbnails":["http://plib.aastocks.com/aafnnews/image/medialib/20201022142503154_s.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2432184376","pubTimestamp":1714619460,"sourceInfo":{"source_id":"aastocks_highlight","name":"阿思達克財經"},"weMediaInfo":null,"summary":"摩根大通发表研报指，辉瑞公布首季业绩，核心产品Paxlovid销售表现符合预期，毛利率更超出预期达到近80%，对比该公司全年指引为约70%。虽然辉瑞管理层今次未有调整产品销售额及毛利率全年指引，但摩通相信投资者不会对辉瑞今年业绩表现持续增长或调整指引感到惊讶，将今明两年经调整每股盈利预测上调至2.45及2.57美元，对比今年度公司指引为介乎2.15至2.35美元。","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","BK4007":"制药","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4566":"资本集团","SG9999002232.USD":"Allianz Global High Payout USD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0058720904.USD":"联博国际健康护理基金A","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4568":"美国抗疫概念","BK4550":"红杉资本持仓","BK4588":"碎股","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU0106831901.USD":"贝莱德世界金融基金A2","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4207":"综合性银行","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0122379950.USD":"贝莱德世界健康科学A2","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4504":"桥水持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","PFE":"辉瑞","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","BK4585":"ETF&股票定投概念","BK4592":"伊斯兰概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","BK4534":"瑞士信贷持仓"},"translate_title":"\"Daxing\" JPMorgan: Pfizer (PFE.US) 's core products in the first quarter are in line with expectations, but gross profit exceeds expectations, and the annual guidance may be raised","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PFE":1},"content_text":"摩根大通发表研报指，辉瑞(PFE.US)  公布首季业绩，核心产品Paxlovid销售表现符合预期，毛利率更超出预期达到近80%，对比该公司全年指引为约70%。虽然辉瑞管理层今次未有调整产品销售额及毛利率全年指引，但摩通相信投资者不会对辉瑞今年业绩表现持续增长或调整指引感到惊讶，将今明两年经调整每股盈利预测上调至2.45及2.57美元，对比今年度公司指引为介乎2.15至2.35美元。目前该行的2024年销售额预测为609亿美元，处于公司业绩指引585亿至615亿美元的近上限区间，主要来自于核心产品Paxlovid销售增长及去年收购癌症药物生产商Seagen(SGEN.US)的贡献，全年毛利率亦提升至72.7%。考虑到辉瑞的股价在短期内或会波动，该行维持“中性”评级，认为要有更强劲的新药销售表现或管线的进一步进展，市场才会明显改变现有看法，目标价为30美元。(gc/k)(美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)AASTOCKS新闻","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2432184376"}

《大行》摩通：辉瑞(PFE.US)首季核心产品符预期惟毛利超预期 全年指引或上调

精彩评论

《大行》摩通：辉瑞(PFE.US)首季核心产品符预期惟毛利超预期全年指引或上调