默沙东(MRK.US)收窄全年指引，新药需求强劲撑起Q1超预期营收_老虎社区_美港股上老虎

默沙东(MRK.US)收窄全年指引，新药需求强劲撑起Q1超预期营收

智通财经04-30

智通财经APP获悉，默沙东(MRK.US)周四公布了第一季度财报，营收与盈利超预期，并同时收窄了2026年全年业绩指引。得益于Winrevair及重磅抗癌药Keytruda皮下注射剂型等新产品需求升温，当季销售额表现优异。一季度全球销售额增长近5%，达到163亿美元，高于分析师平均预期的158亿美元。在计入以92亿美元收购Cidara Therapeutics Inc.相关费用后，调整后每股亏损为...

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href=http://www.zhitongcaijing.com/content/detail/1437527.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，默沙东(MRK.US)周四公布了第一季度财报，营收与盈利超预期，并同时收窄了2026年全年业绩指引。得益于Winrevair及重磅抗癌药Keytruda皮下注射剂型等新产品需求升温，当季销售额表现优异。一季度全球销售额增长近5%，达到163亿美元，高于分析师平均预期的158亿美元。在计入以92亿美元收购Cidara Therapeutics Inc.相关费用后，调整后每股亏损为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1437527.html\">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":"LU0477156953.USD","symbol_name":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) 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(MRK.US) Narrows Full-Year Guidance, Strong New Drug Demand Supports Q1 Beat-Expected Revenue","themeId":"0e2cf399245042f03b9582d59cfc1dfb","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MRK":1.98},"content_text":"智通财经APP获悉，默沙东(MRK.US)周四公布了第一季度财报，营收与盈利超预期，并同时收窄了2026年全年业绩指引。得益于Winrevair及重磅抗癌药Keytruda皮下注射剂型等新产品需求升温，当季销售额表现优异。一季度全球销售额增长近5%，达到163亿美元，高于分析师平均预期的158亿美元。在计入以92亿美元收购Cidara Therapeutics Inc.相关费用后，调整后每股亏损为1.28美元，优于分析师平均预期。截至发稿，该股下跌约1%。这家总部位于新泽西州拉韦市的公司将全年营收指引区间调整为658亿至670亿美元，其中下限较此前的655亿美元有所收窄。调整后每股盈利预计在5.04至5.16美元之间，高于此前预测的5.00至5.15美元。分析师预计正常化每股盈利为5.11美元，营收为664.9亿美元。总部位于新泽西州拉韦市的默克公司，旗下多款老牌重磅药物将在未来几年面临低价竞争，其中最受关注的是Keytruda。公司一直在积极寻找新的增长动力，以弥补即将到来的收入缺口。其中一款新药是用于治疗肺部动脉高压的Winrevair。默克表示，该药在美国及日本、欧洲等部分海外市场持续增长。当季Keytruda及Keytruda Qlex的销售额增长12%至80亿美元。Keytruda Qlex是该制药商在Keytruda专利自2028年起陆续到期后，继续挖掘其市场价值的关键策略组成部分，该剂型采用皮下注射方式，给药更快、更方便。默沙东与百时美施贵宝(BMY.US)共同营销的高血压药物Winrevair，当季销售额也增长88%至5.25亿美元。不过，默克的其他部分新药表现不及预期。肺部疾病治疗药物Ohtuvayre销售额为1.31亿美元，肺炎疫苗Capvaxive销售额为1.42亿美元，均低于市场预期。默沙东的人乳头瘤病毒(HPV)疫苗系列Gardasil/Gardasil 9销售额持续下滑，受中国需求疲软及日本销售下降影响，一季度同比下降19%至10.7亿美元。研发支出从去年同期的36亿美元增至126亿美元，主要由于收购Cidara产生的90亿美元费用、临床开发支出增加，以及外汇和重组成本的不利影响。首席执行官Robert Davis表示：“第一季度，我们通过以科学为主导的业务发展持续加强管线，包括计划收购Terns。我们还实现了多个重要里程碑，例如FDA批准IDVYNSO——这标志着我们致力于服务HIV感染者的长期承诺翻开了新篇章。我对我们的进展感到满意，并对未来充满期待，因为我们正进入三期数据读出的密集期，并将为患者兑现管线的承诺。”分析师Stephen Ayers在评论业绩时表示：“默沙东的第一季度报告显示出其在Keytruda专利悬崖之前进行转型的一些早期积极信号。Winrevair 88%的同比增长验证了其多元化努力。然而，受收购驱动的每股1.72美元GAAP亏损也告诉我们，还有很长的路要走。”","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":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}