盘前大涨超4%！股价创历史新高！葛兰素史克Q4利润超预期！滋病药物发力提振业绩

Core Viewpoint - GlaxoSmithKline (GSK) reported better-than-expected fourth-quarter profits, driven by its HIV drug and a newly approved asthma medication for lung diseases [1] Financial Performance - GSK's fourth-quarter revenue reached £8.62 billion, a year-on-year increase of 6.3%, exceeding expectations by £170 million; adjusted earnings per share were 25.5 pence (approximately 35 cents), higher than analyst forecasts [1] - The company maintained its profit growth guidance for this year at 7% to 9%, with some analysts previously estimating a growth of 6% to 8% [3] - GSK expects revenue growth of 3% to 5% by 2026, with core operating profit and core earnings per share also projected to grow by 7% to 9% [3] Cash Flow and Sales Outlook - Operating cash flow generated by the company was £8.9 billion, with free cash flow at £4 billion [4] - GSK anticipates low double-digit growth for its specialty drug portfolio this year, which includes HIV and cancer drugs, as well as Nucala, approved for chronic obstructive pulmonary disease (COPD) treatment [4] Business Segment Performance - Revenue from the vaccine and generic drug segments may decline, although the vaccine business performed better than expected last quarter, primarily due to increased demand outside the U.S., particularly for GSK's shingles vaccine in China [5] Strategic Moves - Under former CEO Emma Walmsley, GSK spun off its consumer health division Haleon and made key acquisitions to enhance its drug development pipeline [6] - Recently, GSK agreed to acquire U.S.-based biotechnology company Rapt Therapeutics for $2.2 billion, focusing on therapies for inflammation and immune system diseases [6]