Core Insights - The core viewpoint of the article highlights the significant financial performance of Servier Group for the fiscal year 2024-2025, achieving a consolidated revenue of €6.9 billion, representing a 16.2% increase compared to the previous fiscal year [1][2]. Financial Performance - The revenue growth was primarily driven by a 16.9% increase in sales volume, contributing an additional €1 billion, while currency fluctuations negatively impacted revenue by 2.0%, approximately €118 million [3]. - The EBITDA for the fiscal year reached €1.9 billion, with an EBITDA margin of 28.2%, up from 22.2% in the previous year, attributed to strong sales growth in oncology and effective cost control [3][4]. - The group exceeded its revenue target of €6 billion, showcasing robust growth momentum and the ability to provide more treatment options for patients [1]. Oncology Sector Growth - The oncology segment achieved remarkable progress, with sales revenue reaching €2.21 billion, a 54.6% increase, driven by the launch of Voranigo® in the U.S. market [4][6]. - The oncology business now accounts for 32.2% of total revenue, up from 24.2% in the previous fiscal year [4]. - The U.S. subsidiary's revenue grew by 70.3% to €1.496 billion, contributing 21.8% to the group's total revenue [5]. Research and Development Strategy - Servier's innovation strategy focuses on both organic growth and external expansion, integrating artificial intelligence and data technology into the drug development process [8][11]. - The group has established a strong R&D pipeline targeting rare neurological diseases, with a focus on mRNA small molecules and monoclonal antibodies [8][9]. - The company has signed multiple collaboration agreements to enhance its oncology pipeline, including partnerships for targeted therapies and acquisitions to strengthen its position in acute leukemia [7][11]. Cardiovascular and Metabolic Business - The cardiovascular and metabolic segment accounted for 43.3% of total revenue, driven by strong sales of the product Aipai Long® and single-pill combinations [10]. - The company is addressing patient adherence issues by submitting applications for innovative hypertension therapies [10]. Commitment to Patient Needs - Servier aims to integrate patient perspectives into every stage of the drug lifecycle, emphasizing its commitment to addressing unmet medical needs in oncology and neurology [12].

根据IQVIA数据，2024年，全球肿瘤药物支出增至2520亿美元，其中74%集中在主要发达国家市场（美 国、欧盟4国+英国和日本），在过去五年中保持稳定。 施维雅近日发布2024-2025财年业绩报告。财报显示，集团全年合并销售收入达69亿欧元，同比增长 16.2%，超额完成60亿欧元的既定目标。集团息税折旧摊销前利润（EBITDA）同比增长47.2%至19亿欧 元，利润率提升至28.2%。 预计未来五年，特别是2028年和2029年，这些主要发达国家市场的支出增长将放缓，因为届时部分产品 开始面临仿制药和生物类似药的竞争，包括PD-1/PD-L1抑制剂的首批生物类似药。 业绩增长主要受肿瘤业务驱动，该板块收入同比增长54.6%，达22.1亿欧元，占集团总收入比重提升至 32.2%。其中，美国市场表现尤为突出，收入增长70.3%，贡献了集团近22%的收入。 美国肿瘤药物支出已从2019年的620亿美元增至2024年的1160亿美元，占全球支出的46%，预计2029年 将增至约1950亿美元，年均增长率约为9.5%至12.5%，而过去五年为13.5%。 财报指出，肿瘤药物Voranigo®在美国上市后的销售放 ...

欧盟市场收入占集团总收入的40.5%，较上一财年增长9.2%。美国子公司2024-2025财年收入达14.96亿 欧元，较上一财年的8.79亿欧元增长了70.3%。 北京商报讯（记者 王寅浩 宋雨盈）1月27日，施维雅集团公布2024-2025财年业绩，集团实现销售收入 69亿欧元，同比增长16.2%。 其中，肿瘤业务成为核心增长引擎，实现销售收入22.1亿欧元，同比增长54.6%。这一增长主要得益于 罕见脑部肿瘤靶向药Voranigo®在美国上市后带动肿瘤药物销量提升。心血管代谢和静脉疾病领域表现 稳健，该领域销售额增长1.8%，达到29.68亿欧元。 ...

格隆汇1月28日｜施维雅集团公布2024-2025财年业绩，集团于期内实现收入69亿欧元，同比增长 16.2%，超额完成60亿欧元的年度目标。其中，肿瘤业务成为核心增长引擎，实现销售收入22.1亿欧 元，同比增长54.6%，占总收入比重提升至32.2%。增长主要得益于罕见脑部肿瘤靶向药Voranigo®在美 国上市后带动肿瘤药物销量提升。另外，心血管代谢领域表现稳健，贡献集团总收入的43.3%，核心产 品静脉疾病治疗药爱脉朗®销售业绩强劲。 ...