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疫苗销量持续增长 葛兰素史克(GSK.US)二季度利润超预期
Zhi Tong Cai Jing· 2025-07-30 07:59
Core Viewpoint - GlaxoSmithKline (GSK) reported better-than-expected profit performance and raised revenue forecasts for its key vaccine and pharmaceutical divisions [1] Financial Performance - The company’s adjusted earnings per share for Q2 rose to 46.5 pence, exceeding analyst expectations of 42.4 pence [1] - GSK anticipates that this year’s profits and sales will reach the upper end of the company’s forecast range [1] Key Products Driving Performance - The strong performance was driven by sales of the shingles vaccine Shingrix and specialty drugs for asthma, HIV, and cancer [1] - The vaccine division is expected to maintain sales at last year's levels, an improvement from previous expectations of a decline [1] Future Developments - GSK plans to initiate late-stage clinical trials for four drugs in the second half of the year, including two cancer drugs, a treatment for fatty liver, and an ultra-long-acting HIV therapy [1] Market Context - The company’s performance has accounted for the impact of tariffs, including the recent trade agreement between the US and Europe [1] - The vaccine business has faced uncertainty under the leadership of US Health Secretary Robert F. Kennedy, who is skeptical about immunizations [1]