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2020-05-04

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2019-03-20

$老虎证券(TIGR)$恭喜恭喜啦

2018-11-26

$同程艺龙(00780)$我卖出时候提示价格错误，是什么情况啊

2018-09-21

$阿里巴巴(BABA)$每次盘前买的都没判断对，还是得多看少动

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10:00","market":"us","language":"zh","title":"跨国药企2020Q1财报披露：辉瑞掉落王座，默沙东跻身前三","url":"https://stock-news.laohu8.com/highlight/detail?id=2032906345","media":"  ·  新康界","summary":"[ 亿欧导读 ]  4月28日晚，辉瑞、诺华、默沙东相继发布了2020年第一季度财报。在疫情的笼罩之下，今年注定是不平凡的一年。而对于跨国药企而言，其开年业绩就上演了“王座更迭”的戏码。","content":"<html><body><div>\n<p><span>4月28日晚，<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>、<a href=\"https://laohu8.com/S/NVS\">诺华</a>、<a href=\"https://laohu8.com/S/MRK\">默沙东</a>相继发布了2020年第一季度财报。在疫情的笼罩之下，今年注定是不平凡的一年。</span><span>而对于跨国药企而言，其开年业绩就上演了“王座更迭”的戏码。</span></p>\n<h3><span> 01 </span><span>辉瑞：受仿制药冲击影响，营收下滑8%</span></h3>\n<p><span>辉瑞今年Q1季度的营收为120.28亿美元，同比下降8%。其中，</span><span>生物制药业务营收100.07亿美元，同比增长11%；普强业务营收20.22亿美元，同比下降37%</span><span>；而消费者保健业务从今年开始已经不计入总营收之内。</span></p>\n<p><img border=\"0\" height=\"\" src=\"https://diting-hetu.iyiou.com/3e704a3021d5f4398af5fbf9768e0001.png\" title=\"辉瑞2020Q1营收情况\" vspace=\"0\" width=\"\"/></p>\n<p><span>生物制药部分主要由Eliquis、Vyndaqel/Vyndamax、Ibrance和Inlyta推动。</span><span>Eliquis销售额为13亿美元，同比增长29%，这主要是由于非瓣膜性心房颤动用药及口服抗凝剂市场份额的增加所致。另外，该药在新兴市场及美国市场的增长尤为强劲，增速分别达44%及34%。Vyndaqel/Vyndamax的销售额则从2019Q1的0.41亿美元增长到了2.31亿美元。一方面，在去年5月，该药获FDA批准用于治疗成人心肌病或遗传性转甲状腺素介导的淀粉样变性（ATTR-CM）心肌病后迅速放量；另一方面，该药于去年3月在日本更新了ATTR-CM指标，促使国际市场业务增长156%。Ibrance和Inlyta的销售额分别为12.48亿美元及1.69亿美元，适应症的拓展使这两种药的市场规模均进一步扩大。</span></p>\n<p><span>与生物制药业务的增长相反，</span><span>受Lyrica在美国的仿制药竞争以及Lipitor和Norvasc在中国市场业绩下滑（主要受集采影响）等因素影响，普强业绩下滑厉害</span><span>。其中，Lyrica的销售额从11.86亿美元下降到了3.57亿美元，</span><span>同比下降达70%</span><span>，是降幅最大的药物。</span></p>\n<p><img border=\"0\" height=\"\" src=\"https://diting-hetu.iyiou.com/8f7301a343cd8bf752014476f8573f1a.png\" title=\"辉瑞2020Q1季度主要药品销售情况（亿美元）\" vspace=\"0\" width=\"\"/></p>\n<p><span>在临床试验方面，受全球疫情影响，辉瑞已经于3月下旬暂停了某些正在进行的全球介入临床研究试验的招募部分，并推迟了大多数新研究的启动工作。而在4月下旬，辉瑞又着手恢复部分临床试验工作，在当地政府或卫生局允许的情况下，重新开启招募工作以及新的临床研究，当然，部分临床试验还是有可能会推迟完成。</span></p>\n<h3><span>02 </span><span>诺华：营收同比增长11%，中国区表现强劲</span></h3>\n<p><span>诺华今年Q1季度的净销售额为122.83亿美元，同比增长11%。其中，</span><span>创新药营收97.55亿美元，同比增长11%；山德士营收25.28亿美元，同比增长9%</span><span>。从地区看，新兴市场的营收增长14%，其中中国区表现强劲，增长了18%（6.22亿美元）。另外，</span><span>Q1季度的净利润为21.73亿美元，同比增长22%。</span></p>\n<p><span>创新药板块中，制药业务部门的收入增长14%，这主要是因为</span><span>Entresto（5.69亿美元，+59%）和Cosentyx（9.3亿美元，+18%）的销售增长推动，以及市场对Zolgensma（1.7亿美元）的接受度越来越高所致，</span><span>这三款药物在美国市场的销售情况均十分可观。肿瘤学业务部门的收入增长12%，主要是Promacta / Revolade（4.03亿美元，+31%）、Tafinlar + Mekinist（3.66亿美元，+23%）和Kisqali（1.61亿美元，+82%）等药物业绩的持续增长。</span></p>\n<p><img border=\"0\" height=\"\" src=\"https://diting-hetu.iyiou.com/3ffee90fe8360f58168cdc83a98e6f8c.png\" title=\"诺华2020Q1创新药物净销售额TOP 20（亿美元）\" vspace=\"0\" width=\"\"/></p>\n<p><span>山德士业务增长主要受COVID-19相关药物的长期采购影响。在美国以外的市场，净销售额大幅增长17%。受欧洲市场持续强劲的两位数增长推动，生物制药全球销售额增长至4.5亿美元，同比增长31%。</span></p>\n<h3><span>03 默沙东：K药继续高歌猛进，同比增长45%</span></h3>\n<p><span>默沙东今年Q1季度的营收为120.57亿美元，同比增长11%。其中，制药业务营收106.55亿美元，同比增长11%；动物保健业务营收12.14亿美元，同比增长18%。而最受大家瞩目的</span><span>K药的销售额依然在高歌猛进，增长了45%达32.84亿美元，这反映出了K药在非小细胞肺癌（NSCLC）领域的强市场渗透力</span><span>，当然，如肾癌、黑色素瘤等其他适应症也是其拓展市场的一大助力。目前，K药在全球范围内有多达1200项临床研究，探索多种癌症的治疗。</span></p>\n<p><img border=\"0\" height=\"\" src=\"https://diting-hetu.iyiou.com/b5ab6ab477883afb701b09d001c4abe5.png\" title=\"默沙东各业务板块营收情况\" vspace=\"0\" width=\"\"/></p>\n<p><span>除了K药外，其</span><span>九合一HPV疫苗Gardasil 9也表现出了良好的增长势头，销售额达10.97亿美元，同比增长31%</span><span>。另外，受COVID-19大流行的影响，其多价肺炎球菌疫苗Pneumovax 23在美国及欧洲的需求有所增长，该药销售额增长39%至2.56亿美元。而麻疹水痘腮腺炎疫苗Varivax的销售收入则下降了12%。此前，默沙东就预计Varivax在2020年全年的销售额将低于去年，部分原因是拉美市场政府招标时间安排以及美国麻疹暴发减少。</span></p>\n<p><img border=\"0\" height=\"\" src=\"https://diting-hetu.iyiou.com/93e9315cc80a10188ca47d12fa4aa258.png\" title=\"默沙东2020Q1季度主要药品销售情况（亿美元）\" vspace=\"0\" width=\"\"/></p>\n<h3><span>04 </span><span>跨国药企营收</span><span>排名更迭，疫情大考才刚开始</span></h3>\n<p><span>从目前已经发布了Q1季度报告的跨国药企情况看，2020Q1季度MNC营收排名前列的企业顺序显然发生了变化。<a href=\"https://laohu8.com/S/JNJ\">强生</a>及罗氏此前均已经公布了今年第一季度财报：</span><span>强生总营收206.91亿美元，其中制药板块收入111.34亿美元，同比增长8.7%；罗氏总营收151.43亿瑞士法郎，其中制药板块为122.62亿瑞士法郎（126亿美元，1瑞士法郎=1.0276美元），同比增长7%</span><span>。再加上以上三家，目前制药业务营收前五的企业大致确定，</span><span>排名从前到后依次为：</span><span>罗氏、诺华、默沙东、辉瑞及强生。</span></p>\n<p><img border=\"0\" height=\"\" src=\"https://diting-hetu.iyiou.com/6ecb698afb0aa49a5feca815b19a65a2.png\" title=\"目前已披露2020Q1业绩的跨国药企营收TOP 5（罗氏与强生均为制药板块营收）\" vspace=\"0\" width=\"\"/></p>\n<p><span>辉瑞从王座上跌下，甚至跌出了前三，而罗氏则上位，诺华及默沙东补位。不过，去年位列第五的GSK业绩暂未公布，因此前五的人选还有些许的不确定因素，GSK可能是一匹黑马。其实，辉瑞的排名变动并不令人惊讶，毕竟2019年其营收就已经呈现疲态，同比下降4%。而如罗氏、默沙东彼时增速却超10%，与辉瑞的业绩增长乏力形成了鲜明的对比。为此，辉瑞也在向一个规模较小、更专注于创新药物的企业转型。据其财报显示，受到COVID-19的影响，预计2020年仍将是辉瑞转型的一年。</span></p>\n<p><span>目前，疫情还在全球蔓延。据美国约翰斯·霍普金斯大学实时统计数据显示，截至北京时间4月28日0时31分，全球新冠肺炎确诊病例已突破300万例，死亡病例超20万例。对于跨国药企而言，相比于今年第一季度，疫情对于第二季度的影响可能会更大，真正的考验才刚刚开始！</span></p>\n<p><span>本文经授权发布，版权归原作者所有；内容为作者独立观点，不代表亿欧立场。如需转载请联系原作者。</span></p>\n</div></body></html>","source":"iyiou_stock","collect":0,"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>跨国药企2020Q1财报披露：辉瑞掉落王座，默沙东跻身前三</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跨国药企2020Q1财报披露：辉瑞掉落王座，默沙东跻身前三\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-01 10:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.iyiou.com/p/127392.html><strong>  ·  新康界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月28日晚，辉瑞、诺华、默沙东相继发布了2020年第一季度财报。在疫情的笼罩之下，今年注定是不平凡的一年。而对于跨国药企而言，其开年业绩就上演了“王座更迭”的戏码。\n 01 辉瑞：受仿制药冲击影响，营收下滑8%\n辉瑞今年Q1季度的营收为120.28亿美元，同比下降8%。其中，生物制药业务营收100.07亿美元，同比增长11%；普强业务营收20.22亿美元，同比下降37%；而消费者保健业务从今年...</p>\n\n<a href=\"https://www.iyiou.com/p/127392.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://diting-hetu.iyiou.com/15698272414449.jpg?imageView2/1/w/900/h/600/format/jpg","relate_stocks":{"PFE":"辉瑞","MRK":"默沙东"},"source_url":"https://www.iyiou.com/p/127392.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2032906345","content_text":"4月28日晚，辉瑞、诺华、默沙东相继发布了2020年第一季度财报。在疫情的笼罩之下，今年注定是不平凡的一年。而对于跨国药企而言，其开年业绩就上演了“王座更迭”的戏码。\n 01 辉瑞：受仿制药冲击影响，营收下滑8%\n辉瑞今年Q1季度的营收为120.28亿美元，同比下降8%。其中，生物制药业务营收100.07亿美元，同比增长11%；普强业务营收20.22亿美元，同比下降37%；而消费者保健业务从今年开始已经不计入总营收之内。\n\n生物制药部分主要由Eliquis、Vyndaqel/Vyndamax、Ibrance和Inlyta推动。Eliquis销售额为13亿美元，同比增长29%，这主要是由于非瓣膜性心房颤动用药及口服抗凝剂市场份额的增加所致。另外，该药在新兴市场及美国市场的增长尤为强劲，增速分别达44%及34%。Vyndaqel/Vyndamax的销售额则从2019Q1的0.41亿美元增长到了2.31亿美元。一方面，在去年5月，该药获FDA批准用于治疗成人心肌病或遗传性转甲状腺素介导的淀粉样变性（ATTR-CM）心肌病后迅速放量；另一方面，该药于去年3月在日本更新了ATTR-CM指标，促使国际市场业务增长156%。Ibrance和Inlyta的销售额分别为12.48亿美元及1.69亿美元，适应症的拓展使这两种药的市场规模均进一步扩大。\n与生物制药业务的增长相反，受Lyrica在美国的仿制药竞争以及Lipitor和Norvasc在中国市场业绩下滑（主要受集采影响）等因素影响，普强业绩下滑厉害。其中，Lyrica的销售额从11.86亿美元下降到了3.57亿美元，同比下降达70%，是降幅最大的药物。\n\n在临床试验方面，受全球疫情影响，辉瑞已经于3月下旬暂停了某些正在进行的全球介入临床研究试验的招募部分，并推迟了大多数新研究的启动工作。而在4月下旬，辉瑞又着手恢复部分临床试验工作，在当地政府或卫生局允许的情况下，重新开启招募工作以及新的临床研究，当然，部分临床试验还是有可能会推迟完成。\n02 诺华：营收同比增长11%，中国区表现强劲\n诺华今年Q1季度的净销售额为122.83亿美元，同比增长11%。其中，创新药营收97.55亿美元，同比增长11%；山德士营收25.28亿美元，同比增长9%。从地区看，新兴市场的营收增长14%，其中中国区表现强劲，增长了18%（6.22亿美元）。另外，Q1季度的净利润为21.73亿美元，同比增长22%。\n创新药板块中，制药业务部门的收入增长14%，这主要是因为Entresto（5.69亿美元，+59%）和Cosentyx（9.3亿美元，+18%）的销售增长推动，以及市场对Zolgensma（1.7亿美元）的接受度越来越高所致，这三款药物在美国市场的销售情况均十分可观。肿瘤学业务部门的收入增长12%，主要是Promacta / Revolade（4.03亿美元，+31%）、Tafinlar + Mekinist（3.66亿美元，+23%）和Kisqali（1.61亿美元，+82%）等药物业绩的持续增长。\n\n山德士业务增长主要受COVID-19相关药物的长期采购影响。在美国以外的市场，净销售额大幅增长17%。受欧洲市场持续强劲的两位数增长推动，生物制药全球销售额增长至4.5亿美元，同比增长31%。\n03 默沙东：K药继续高歌猛进，同比增长45%\n默沙东今年Q1季度的营收为120.57亿美元，同比增长11%。其中，制药业务营收106.55亿美元，同比增长11%；动物保健业务营收12.14亿美元，同比增长18%。而最受大家瞩目的K药的销售额依然在高歌猛进，增长了45%达32.84亿美元，这反映出了K药在非小细胞肺癌（NSCLC）领域的强市场渗透力，当然，如肾癌、黑色素瘤等其他适应症也是其拓展市场的一大助力。目前，K药在全球范围内有多达1200项临床研究，探索多种癌症的治疗。\n\n除了K药外，其九合一HPV疫苗Gardasil 9也表现出了良好的增长势头，销售额达10.97亿美元，同比增长31%。另外，受COVID-19大流行的影响，其多价肺炎球菌疫苗Pneumovax 23在美国及欧洲的需求有所增长，该药销售额增长39%至2.56亿美元。而麻疹水痘腮腺炎疫苗Varivax的销售收入则下降了12%。此前，默沙东就预计Varivax在2020年全年的销售额将低于去年，部分原因是拉美市场政府招标时间安排以及美国麻疹暴发减少。\n\n04 跨国药企营收排名更迭，疫情大考才刚开始\n从目前已经发布了Q1季度报告的跨国药企情况看，2020Q1季度MNC营收排名前列的企业顺序显然发生了变化。强生及罗氏此前均已经公布了今年第一季度财报：强生总营收206.91亿美元，其中制药板块收入111.34亿美元，同比增长8.7%；罗氏总营收151.43亿瑞士法郎，其中制药板块为122.62亿瑞士法郎（126亿美元，1瑞士法郎=1.0276美元），同比增长7%。再加上以上三家，目前制药业务营收前五的企业大致确定，排名从前到后依次为：罗氏、诺华、默沙东、辉瑞及强生。\n\n辉瑞从王座上跌下，甚至跌出了前三，而罗氏则上位，诺华及默沙东补位。不过，去年位列第五的GSK业绩暂未公布，因此前五的人选还有些许的不确定因素，GSK可能是一匹黑马。其实，辉瑞的排名变动并不令人惊讶，毕竟2019年其营收就已经呈现疲态，同比下降4%。而如罗氏、默沙东彼时增速却超10%，与辉瑞的业绩增长乏力形成了鲜明的对比。为此，辉瑞也在向一个规模较小、更专注于创新药物的企业转型。据其财报显示，受到COVID-19的影响，预计2020年仍将是辉瑞转型的一年。\n目前，疫情还在全球蔓延。据美国约翰斯·霍普金斯大学实时统计数据显示，截至北京时间4月28日0时31分，全球新冠肺炎确诊病例已突破300万例，死亡病例超20万例。对于跨国药企而言，相比于今年第一季度，疫情对于第二季度的影响可能会更大，真正的考验才刚刚开始！\n本文经授权发布，版权归原作者所有；内容为作者独立观点，不代表亿欧立场。如需转载请联系原作者。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}