抗癌药物需求强劲 阿斯利康(AZN.US)预计今年利润将以两位数稳步增长

Core Insights - AstraZeneca reported a core earnings per share of $2.12 for Q4, with total revenue increasing by 2% to $15.5 billion, aligning with consensus expectations of $2.12 billion and $15.4 billion [1] - The company forecasts steady profit growth by 2026, with sales growth expected to slow down, focusing on the demand for its cancer drugs while increasing R&D investments and addressing geopolitical pressures and patent expirations [1] - AstraZeneca aims for total revenue growth in the mid-single digits and core profit growth in the low double digits by 2026, despite the impact of a major diabetes drug's patent expiration [1] Revenue Breakdown - Q4 cancer drug sales rose by 20% to $7.03 billion, while cardiovascular drug revenue fell by 6% to $3.05 billion, partly due to competition from generics, including diabetes and heart failure drug Farxiga [1] - The company is on track to achieve its ambitious goal of $80 billion in annual sales by 2030 under the leadership of CEO Pascal Soriot, driven by new drugs and investments despite unstable U.S. tariffs and healthcare policies [1] Future Plans - AstraZeneca reiterated its goal of achieving $80 billion in revenue by the end of the decade and plans to announce results from up to 20 advanced clinical trials this year [4] - Upcoming new drugs will target obesity, lung cancer, and chronic obstructive pulmonary disease [4] - The company plans to increase its annual dividend by approximately 3% to $3.30, reflecting confidence in its long-term plans [4] Market Strategies - AstraZeneca has taken significant steps to achieve growth in the U.S. and China, including a $50 billion manufacturing agreement in the U.S. and a $15 billion investment in China [4] - The experimental obesity drug, elecoglipron, is entering the final stages of clinical trials [4] - Despite potential impacts from U.S. drug pricing agreements, the company believes it can withstand the effects of these transactions [4]