葛兰素史克和礼来制药发布今年业绩预测 股价均大涨

Group 1 - Core viewpoint: Following the earnings forecast from Danish pharmaceutical company Novo Nordisk, both British pharmaceutical company GlaxoSmithKline (GSK) and American pharmaceutical company Eli Lilly released their performance predictions for 2026, with GSK expecting a slowdown in sales growth while maintaining long-term growth targets, and Eli Lilly's forecast exceeding market expectations [1] Group 2 - GSK reported a Q4 2025 revenue of £8.62 billion, an 8% year-on-year increase, surpassing expectations. The company anticipates a revenue growth of 3% to 5% for 2026, lower than the 7% growth rate in 2025. GSK aims to increase sales to over £40 billion (approximately RMB 38.07 billion) by 2031 [3] - GSK faces challenges as its best-selling HIV drug patent is set to expire in 2028. The Q4 revenue exceeded expectations mainly due to strong sales of the HIV drug. However, revenue from vaccines and general pharmaceuticals may decline due to U.S. tariffs. GSK emphasizes that new products are key to maintaining growth and is increasing R&D and expanding its product line [5] Group 3 - Eli Lilly reported a Q4 2025 revenue of $19.292 billion, a 43% year-on-year increase, with a net profit of $6.636 billion, up 50%, driven by surging demand for its weight loss and diabetes treatment drugs. The company forecasts its 2026 revenue to be between $80 billion and $83 billion (approximately RMB 555 billion to RMB 576 billion), exceeding previous market expectations [7]