share_log

Amgen Records Slight Fall In Quarterly Earnings; Lower COVID-19 Manufacturing Pacts Impact Bottomline

Amgen Records Slight Fall In Quarterly Earnings; Lower COVID-19 Manufacturing Pacts Impact Bottomline

安進季度盈利略有下降；COVID-19 製造業條約下降影響底線
Benzinga Real-time News ·  2023/02/01 07:43
  • Amgen Inc's (NASDAQ:AMGN) fourth-quarter revenues were $6.84 billion, beating the consensus of $6.76 billion, largely unchanged from Q4 2021, and benefited from a 4% increase in product sales, offset by lower COVID-19 manufacturing collaboration revenues.
  • Product sales growth was driven by 10% volume growth, partially offset by a 3% lower net selling price and a 2% negative impact from foreign exchange. Excluding the 2% negative impact of foreign exchange on product sales, total revenues increased by 2%.
  • The company's listed "other revenue," which includes the manufacturing deal, fell to $287 million from $575 million last year.
  • Adjusted earnings per share decreased to $4.09 from $4.40 a year ago, in line with the consensus estimates.
  • Amgen product sales were led by a 14% jump in osteoporosis drug Prolia to a quarterly record of $992 million.
  • Guidance: Amgen expects 2023 revenue of $26-$27.2 billion, excluding the impact of its anticipated acquisition of Horizon Therapeutics Plc (NASDAQ:HZNP), versus the consensus of $27.3 billion.
  • "The announced acquisition of Horizon Therapeutics, which we expect to complete in the first half of this year, represents a compelling opportunity to serve more patients and strengthen our growth profile," Amgen Chief Executive Robert Bradway said.
  • The company forecasts adjusted EPS of $17.40-$18.60 versus the consensus of $18.33.
  • Earlier Tuesday, Amgen launched Amjevita, the first U.S. biosimilar of AbbVie Inc's (NYSE: ABBV) arthritis treatment Humira that the FDA approved in 2016.
  • Price Action: AMGN shares are down 0.95% at $250 during the premarket session on the last check Wednesday.
  • 安進公司 (NASDAQ: AMGN) 第四季營收為 68.4 億美元，超過了 67.6 億美元的共識，與 2021 年第四季度大致不變，並受惠於產品銷售增長 4%，被 COVID-19 製造業合作收入減少所抵消。
  • 產品銷售額增長受 10% 的交易量增長所帶動，部分被淨賣出價下跌 3% 及 2% 來自外匯的負面影響所抵銷。排除外匯對產品銷售的 2% 負面影響，總收入增加 2%。
  • 該公司上市的「其他收入」（包括製造業協議）從去年的 5.75 億美元降至 2.87 億美元。
  • 調整後的每股盈利由一年前的 4.40 美元下降至 4.09 美元，符合共識估計。
  • 安進產品銷售受到骨質疏鬆症藥物 Prolia 上升 14% 的季度紀錄，達到 9.92 億美元的季度紀錄。
  • 指引：安進預計 2023 年營收為 26 美元 2772 億美元，不包括其預期收購的影響 地平線治療有限公司 (納斯達克:HZNP), 相對於 $273 十億的共識.
  • 安進首席執行官羅伯特·布萊德韋說：「我們預計將在今年上半年完成對 Horizon Therapytics 的收購，這代表了為更多患者提供服務並加強我們的成長形象的絕佳機會。
  • 該公司預測調整後的每股收益為 17.40 美元 18.60 美元，而共識為 18.33 美元。
  • 週二早些時候，安進推出了 Amjevita，這是美國第一個生物仿製藥 艾伯维公司 紐約證券交易所代碼：ABBV）關節炎治療 Humira 在 2016 年獲得 FDA 批准。
  • 價格行動： 在最後一次檢查週三的盤前時段中，AMGN 股價下跌了 0.95%，至 250 美元。
声明：本內容僅用作提供資訊及教育之目的，不構成對任何特定投資或投資策略的推薦或認可。 更多信息
    搶先評論