HPV疫苗 “王座” 动摇？默沙东Gardasil销售额暴跌超50%！

疫苗圈2025-07-30

2025年7月29日，默沙东公布了2025年第二季度业绩，全球销售额达158亿美元，同比下降2%，业绩下跌主要源于疫苗板块和免疫学板块收入暴跌，增长的肿瘤学和心血管板块销售额抵消了部分下跌。第二季度Gardasil销售额暴跌55%。默沙东疫苗牌产品HPV疫苗Gardasil/Gardasil 9上半年销售额为24.53亿美元，同比下降48%。在2024Q3财报中，Gardasil系列产品就初显颓势...

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/2555048781?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-30 17:58","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2555048781","market":"us","top_or_hot":-1,"title":"HPV疫苗 “王座” 动摇？默沙东Gardasil销售额暴跌超50%！","media":"疫苗圈","content":"<div>\n<p>2025年7月29日，默沙东公布了2025年第二季度业绩，全球销售额达158亿美元，同比下降2%，业绩下跌主要源于疫苗板块和免疫学板块收入暴跌，增长的肿瘤学和心血管板块销售额抵消了部分下跌。第二季度Gardasil销售额暴跌55%。默沙东疫苗牌产品HPV疫苗Gardasil/Gardasil 9上半年销售额为24.53亿美元，同比下降48%。在2024Q3财报中，Gardasil系列产品就初显颓势...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730183239a46b6e62&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>HPV疫苗 “王座” 动摇？默沙东Gardasil销售额暴跌超50%！</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\">\nHPV疫苗 “王座” 动摇？默沙东Gardasil销售额暴跌超50%！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-30 17:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730183239a46b6e62&s=b><strong>疫苗圈</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年7月29日，默沙东公布了2025年第二季度业绩，全球销售额达158亿美元，同比下降2%，业绩下跌主要源于疫苗板块和免疫学板块收入暴跌，增长的肿瘤学和心血管板块销售额抵消了部分下跌。第二季度Gardasil销售额暴跌55%。默沙东疫苗牌产品HPV疫苗Gardasil/Gardasil 9上半年销售额为24.53亿美元，同比下降48%。在2024Q3财报中，Gardasil系列产品就初显颓势...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730183239a46b6e62&s=b\">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":"LU0320765646.SGD","symbol_name":"FTIF - Franklin Income A MDIS SGD-H1","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730183239a46b6e62&s=b","article_id":"2555048781","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730183239a46b6e62&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2555048781","pubTimestamp":1753869523,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"第二季度Gardasil销售额暴跌55%。默沙东疫苗牌产品HPV疫苗Gardasil/Gardasil 9上半年销售额为24.53亿美元，同比下降48%。默沙东已落实应对之策，率先开拓中国HPV疫苗的男性市场。除HPV疫苗之外，默沙东也迅速更新迭代其他疫苗产品。据了解，中国市场需求骤减迫使默沙东停止供货，并撤销了2030年实现110亿美元年销售额的预期。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","IE00BFTCPJ56.SGD":"Janus Henderson Global Life Sciences A Acc SGD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00B4R5TH58.HKD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (HKD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","BK4516":"特朗普概念","LU0861579265.USD":"联博低波幅策略股票基金A","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","LU1929549753.HKD":"FRANKLIN INCOME \"A\" (HKD) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0122379950.USD":"贝莱德世界健康科学A2","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","BK4559":"巴菲特持仓","LU1983299246.USD":"SCHRODER ISF HEALTHCARE INNOVATION \"A\" (USD) ACC","MRK":"默沙东","LU0058720904.USD":"联博国际健康护理基金A","BK4588":"碎股","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","IE0009355771.USD":"骏利亨德森环球生命科技A Acc","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","BK4007":"制药","SG9999001176.USD":"United Global Healthcare Acc USD","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00B2B36J28.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I1\" (USD) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC"},"translate_title":"Is the \"throne\" of HPV vaccine shaken? Merck's Gardasil sales plummeted by more than 50%!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MRK":1},"content_text":"2025年7月29日，默沙东公布了2025年第二季度业绩，全球销售额达158亿美元，同比下降2%，业绩下跌主要源于疫苗板块和免疫学板块收入暴跌，增长的肿瘤学和心血管板块销售额抵消了部分下跌。第二季度Gardasil销售额暴跌55%。默沙东疫苗牌产品HPV疫苗Gardasil/Gardasil 9上半年销售额为24.53亿美元，同比下降48%。在2024Q3财报中，Gardasil系列产品就初显颓势，主要原因在于中国地区的需求减少。而需求减少的背后，与激烈的竞争息息相关，首个中国国产九价已获批上市。默沙东已落实应对之策，率先开拓中国HPV疫苗的男性市场。今年4月，Gardasil 9在华获批新适应证，适用于16-26岁男性接种。这也是中国境内首个且唯一获批、可适用于适龄男性女性的九价HPV疫苗。除HPV疫苗之外，默沙东也迅速更新迭代其他疫苗产品。2024年6月，21价肺炎球菌结合疫苗Capvaxive获批上市，今年上半年创收2.36亿美元。该产品与Pneumovax 23和Vaxneuvance（15价）形成更全面的肺炎球菌疫苗产品布局，后两者在今年上半年的销售额分别为0.79亿美元（-35%）和4.59亿美元（+13%）。默沙东还在应对其第二大产品HPV疫苗Gardasil的连锁反应。公司宣布将延长对华供货暂停期至2025年底，较今年初“年中恢复供应”的预期大幅推迟。据了解，中国市场需求骤减迫使默沙东停止供货，并撤销了2030年实现110亿美元年销售额的预期。据了解，默沙东集团还宣布启动\"多年优化计划\"，包括削减行政、销售和研发岗位，同时缩减全球房地产足迹和制造网络。旨在到2027年底实现每年30亿美元的成本节约，这些节约资金将全部重新投入产品发布和管线开发。来源：Vaccine之家","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2555048781","isCrawlerRequest":true}