吉利德宣布第二季度利润、总收入和产品销售分别降到35亿、78亿和76.5亿,去年同期分别45亿、82亿和77.7亿。
看起来产品销售下降不多,到利润下降很多,文中并没有说明原因。吉利德的产品在中国的销售也应该是提升公司业绩的重要一环。
原文如下
Gilead's Q2 profit, sales down; lowers full-year product sales guidance
(Ref: Yahoo!Finance, NASDAQ, MarketWatch, Bloomberg, The Wall Street Journal, TheStreet, Business Wire, Financial Times, CNBC)
July 25th, 2016
By: Katie Bell
Gilead Sciences announced Monday that profit fell to $3.5 billion in the second quarter, compared with $4.5 billion in the year-ago period, while total revenues dropped to $7.8 billion, down from $8.2 billion in the same quarter last year. Product sales decreased by 6 percent to $7.65 billion, below analysts estimates of $7.77 billion.
Sales of the company's hepatitis C drugs Harvoni and Sovaldi fell to $4 billion from $4.9 billion in the same period last year, prompting Gilead to cut its 2016 product sales forecast to a range of $29.5 billion to $30.5 billion from its previous guidance of $30 billion to $31 billion.
Specifically, Harvoni generated $2.6 billion in the quarter, down 29 percent from a year earlier while Sovaldi brought in $1.4 billion, up 5 percent from the same period last year. Analysts expected sales for Harvoni to be of $2.87 billion, with revenue of $1.19 billion for Sovaldi. Sales from Truvada totalled $942 million, up from $849 million in the year-ago period, but falling below analyst estimates of $911 million. Meanwhile, Gilead reported sales of Atripla falling to $673 million from $782 million in the year-ago period. Stribild sales totalled $429 million, compared with $447 million in the second quarter of last year, with Viread coming in at $287 million, up from $271 million in the same period last year.
Last month, Gilead announced that the FDA approved Epclusa (sofosbuvir/velpatasvir), in combination with ribavirin, as the first all-oral, pan-genotypic, single-tablet treatment for adults with genotype 1-6 hepatitis C virus (HCV) infection and set its price below those of Harvoni and Sovaldi (for related analysis, see ViewPoints: Gilead’s pricing of new HCV drug again draws gasps, albeit of a different nature – lesson learned?) The treatment was also approved in Europe earlier this month.
CEO John Milligan has said that the company needs to "do important deals" to keep the company’s drug pipeline filled. For related analysis, read ViewPoints: Three reasons why Gilead investors – and analysts – are gunning for M&A.