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Pfizer Embraces Direct-To-Consumer Model For Covid Antiviral, Says Comirnaty Revenues Continue To Perform Consistently With Expectations

Pfizer Embraces Direct-To-Consumer Model For Covid Antiviral, Says Comirnaty Revenues Continue To Perform Consistently With Expectations

辉瑞表示,Comirnaty的收入表现继续与预期保持一致,采用直接面向消费者的Covid抗病毒模式
Benzinga ·  05/01 11:13

On Wednesday, $Pfizer (PFE.US)$ reported first-quarter adjusted EPS of $0.82, down 33% year over year, beating the consensus of $0.54. The company witnesses a significant decrease in Comirnaty and Paxlovid revenues globally and an unfavorable impact of foreign exchange of $107 million, or 1%.

星期三, $辉瑞 (PFE.US)$ 公布的第一季度调整后每股收益为0.82美元,同比下降33%,超过市场预期的0.54美元。该公司目睹了Comirnaty和Paxlovid的全球收入大幅下降,外汇的不利影响为1.07亿美元,下降1%。

The U.S. drugmaker reported sales of $14.9 billion, down 20%, beating the consensus of $14.2 billion.Excluding contributions from Comirnaty and Paxlovid, revenues totaled $12.5 billion, an increase of $1.2 billion, or 11% Y/Y operationally.

这家美国制药商公布的销售额为149亿美元,下降了20%,超过了共识的142亿美元。不包括来自Comirnaty和Paxlovid的捐款,总收入为125亿美元,增长12亿美元,同比增长11%。

First-quarter 2024 Comirnaty revenues of $354 million declined 88%, primarily driven by lower contractual deliveries and demand in international markets as well as lower U.S. volumes, reflecting the anticipated seasonality of demand for vaccinations and as certain markets, including the U.S., transition to traditional commercial market sales.

2024年第一季度Comirnaty收入为3.54亿美元,下降88%,这主要是由合同交付量减少和国际市场需求减少以及美国销量减少所致,这反映了疫苗需求的预期季节性,以及包括美国在内的某些市场向传统商业市场销售过渡。

First-quarter 2024 Paxlovid revenues fell 50% to $2 billion. Pfizer reiterated its 2024 revenue forecast of $58.5 billion-$61.5 billion compared to the consensus of $62.9 billion. The guidance includes $8 billion from the sale of COVID-19 shot Comirnaty and anti-viral treatment Paxlovid.

2024年第一季度Paxlovid收入下降了50%,至20亿美元。辉瑞重申了其2024年的收入预测为585亿至615亿美元,而市场普遍预期为629亿美元。该指导方针包括来自销售 COVID-19 注射剂Comirnaty和抗病毒疗法Paxlovid的80亿美元。

Revenue from Comirnaty continues to perform consistently with its expectations, Pfizer said. Pfizer expects about 90% of vaccine sales to occur in the second half, mainly in the fourth quarter.

辉瑞表示,来自Comirnaty的收入继续保持其预期水平。辉瑞预计,大约90%的疫苗销售将在下半年发生,主要是在第四季度。

The company expects adjusted EPS of $2.15-$2.35 in 2024 compared with a prior forecast of $2.05 to $2.25 and the consensus of $2.76.

该公司预计,2024年调整后的每股收益为2.15美元至2.35美元,而之前的预测为2.05美元至2.25美元,共识为2.76美元。

Pfizer is reportedly working on an online platform enabling patients to directly order medications, including the anti-Covid drug Paxlovid and a migraine nasal spray.

据报道,辉瑞正在开发一个在线平台,使患者可以直接订购药物,包括抗COVID药物Paxlovid和偏头痛鼻腔喷雾剂。

This move reflects a broader trend among drugmakers to bypass traditional distribution channels and cater directly to consumers.

此举反映了制药商绕过传统分销渠道直接迎合消费者的更广泛趋势。

The platform, which is slated for launch later this year, will facilitate connections between U.S. customers and independent telehealth consultants who can prescribe medications.

该平台定于今年晚些时候推出,将促进美国客户与可以开药的独立远程医疗顾问之间的联系。

Subsequently, a drug-dispensing partner will fill and ship the prescriptions, streamlining the process for patients.

随后,药品配送合作伙伴将填写和运送处方,从而简化患者的流程。

Pfizer's direct-to-consumer strategy aligns with the industry's evolving landscape and strategic priorities, the Financial Times noted.

《金融时报》指出,辉瑞的直接面向消费者的战略符合该行业不断变化的格局和战略优先事项。

Albert Bourla, Pfizer's CEO, has emphasized this approach as part of the company's agenda for the upcoming year.

辉瑞首席执行官阿尔伯特·布尔拉强调了这种方法,这是公司来年议程的一部分。

In January, $Eli Lilly and Co (LLY.US)$ announced a new website that allows patients to get a weight loss drug prescription through a telehealth provider.

一月份, $礼来 (LLY.US)$ 宣布了一个新网站,该网站允许患者通过远程医疗提供商获得减肥药处方。

LillyDirect offers disease management resources, including access to independent healthcare providers, tailored support, and direct home delivery of select Lilly medicines through third-party pharmacy dispensing services.

LillyDirect提供疾病管理资源,包括获得独立医疗保健提供者的帮助、量身定制的支持,以及通过第三方药房配送服务将特定礼来药品直接送货上门。

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