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CNBC AI · 2026/8/4 13:24:53
Pfizer tops estimates, hikes low end of revenue guidance on strength of Eliquis, other drugs

Pfizer tops estimates, hikes low end of revenue guidance on strength of Eliquis, other drugs

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辉瑞交出了一份超预期的成绩单!该公司最新财报显示,第二季度业绩表现强劲,主要得益于抗凝药Eliquis等核心产品的稳健销售,公司因此上调了全年收入预期的下限。不过,新冠相关产品的热度明显降温,辉瑞将疫苗和口服药Paxlovid的全年收入预期从约50亿美元下调至40亿美元。 简单来说,辉瑞现在的赚钱主力已经不再是新冠产品,而是回归到肿瘤、心血管等传统优势领域。与此同时,公司还宣布了两项新成本削减计划,预计从2027年起累计节省约25亿美元,相当于提前给未来利润“上保险”。 对普通人而言,这份财报释放了两个信号:一是辉瑞财务底盘依然扎实,有助于持续投入新药研发,未来患者可能更快用上创新疗法;二是公司主动降本增效,某种程度上也反映出医药行业正从疫情暴利期回归常态。对于持有辉瑞股票或相关基金的人来说,业绩上调是个积极信号,但新冠业务缩水带来的不确定性也值得留意。
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