礼来一季度净利增近三成，明星GLP-1药物替尔泊肽贡献近半收入

澎湃新闻2025-05-01

凭借明星GLP-1药物，礼来公司2025年第一季度迎来业绩开门红，但由于下调全年每股收益指引，美股盘前下跌明显。5月1日，美国礼来公司（LLY.US）发布2025年一季报，第一季度营收127.29亿美元，同比增长45%，超出市场预期；净利润27.59亿美元，同比增长23%；非GAAP标准下净利润30.04亿美元，同比增长29%；每股收益3.34美元，同比增长29%。礼来第一季度业绩从地区来看，礼来...

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revenue","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LLY":1,"GLP":1},"content_text":"凭借明星GLP-1药物，礼来公司2025年第一季度迎来业绩开门红，但由于下调全年每股收益指引，美股盘前下跌明显。5月1日，美国礼来公司（LLY.US）发布2025年一季报，第一季度营收127.29亿美元，同比增长45%，超出市场预期；净利润27.59亿美元，同比增长23%；非GAAP标准下净利润30.04亿美元，同比增长29%；每股收益3.34美元，同比增长29%。礼来第一季度业绩从地区来看，礼来美国第一季度收入84.89亿美元，同比增长49%；欧洲23.89亿美元，同比增长66%；日本收入4.02亿美元，同比增长11%；中国收入4.51亿美元，同比增长20%。礼来第一季度全球各市场表现业绩的高速增长得益于每周注射一次的GLP-1/GIP双重激动剂替尔泊肽。具体来看，降糖版替尔泊肽Mounjaro第一季度销售额38.4亿美元，同比增长113%，其中美国收入为26.6亿美元，同比增长75%；减重版替尔泊肽Zepbound第一季度收入23.1亿美元，而2024年第一季度为5.174亿美元，主要是由于需求增加，部分被较低的实际价格所抵消。按此计算，替尔泊肽凭借两大适应证合计为礼来贡献61.5亿美元的收入，占2025年第一季收入的比重约48%。礼来称，公司获得美国肠促胰岛素类似物市场领导地位，占总处方量的53.3%。对于2025年第一季度的成绩单，礼来公司董事长兼首席执行官David a.Ricks评价，今年开局稳健，公司的产品线继续在关键治疗领域交付，在肿瘤学和免疫学方面获得了产品批准，口服肠促胰岛素orforglipron在糖尿病和肥胖症的七项晚期研究中取得了令人兴奋的成功。为了支持全球对公司最新药物的需求，公司正在加快制造投资。对于2025年，礼来维持了此前580亿美元至610亿美元的收入指引，但将2025年每股收益的指引范围下调到20.17美元至21.67美元。礼来称，这主要是由于2025年第一季度产生的不可抵扣的知识产权和研发费用的税收影响，以及权益证券投资的净亏损造成的。受此消息影响，礼来美股5月1日盘前最高跌超6%。除了替尔泊肽这一款明星产品，礼来还在推动口服小分子GLP-1药物orforglipron的研发。此前的4月17日，礼来曾公布3期临床研究ACHIEVE-1的积极顶线结果。礼来称，该药是首个成功完成3期试验、对饮食或饮水不加以限制的口服小分子GLP-1受体激动剂。礼来预计将在今年年底前向全球监管机构提交orforglipron用于体重管理的上市申请，预计于2026年提交其用于治疗2型糖尿病的上市申请。在一季报中，礼来进一步介绍，预计2026年上半年递交orforglipron2型糖尿病适应证的上市申请，今年第二季度还会开始高血压相关的研究，2026年第四季度完成阻塞性睡眠呼吸暂停（OSA）的研究。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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