Inebilizumab-cdon

企业动态No.1 / 西门子医疗FY2025Q2：营收增长6.8%，受关税影响调整每股收益预期近日，西门子医疗发布了截至2025年3月31日的2025财年（FY2025）第二季度（Q2）季报。公司FY2025Q2的设备订单出货比表现优异，达到1.14；可比营收增长6.8%至59.09亿欧元。按业务划分，西门子医疗的影像业务可比营收增长8.7%至32.81亿欧元；调整后息税前利润率表现优异，达22.4%。体外诊断业务可比营收增长1.0%至11.22亿欧元，调整后息税前利润率6.3%。瓦里安业务可比营收增长12.5%至10.41亿欧元；由于设备收入占比大幅提升，调整后息税前利润率为13.2%。临床治疗业务可比营收增长3.7%至5.53亿欧元；调整后息税前利润率表现优异，达18.5%。整体调整后息税前利润率16.6%，显著高于去年同期。公司预计整个FY2025可比营收将在2024财年基础上增长5%至6%；在地缘政治局势发展，特别是多国贸易壁垒及关税上调的背景下，现将调整后每股基本收益预期调整至2.20至2.50欧元（此前为2.35至2.50欧元）。->点击文末阅读原文，解锁完整双语新闻No.2 / 安进2025Q1财报：总收入81亿美元，产品收入增长11%2025年5月1日，安进（NASDAQ：AMGN）发布了2025年第一季度财务业绩。公司总收入增长9%达81亿美元，产品销售收入56.62亿美元，同比增长11%，由销量同比增长14%推动，但部分被6%的净售价下降所抵消。公司共有14款产品在第一季度实现了至少两位数的销售增长，包括瑞百安（依洛尤单抗）、倍利妥（贝林妥欧单抗）、TEZSPIRE（特泽利尤单抗）、EVENITY（罗莫索珠单抗）、特福尼（阿伐可泮）和昕越（伊奈利珠单抗）等（部分产品销售额见下表）。核心产品2025Q1全球销售额商品名总销售额（亿美元）同比增长瑞百安6.5627%Evenity4.4229%普罗力10.9910%昕越0.9114%特福尼0.9076%Tezspire2.8565%欧泰乐4.3711%倍利妥3.7052%预计2025年全年，公司收入在343亿至357亿美元之间。->点击文末阅读原文，解锁完整双语新闻No.3 / 百济神州2025Q1财报：收入增长49%2025年5月7日，百济神州（Nasdaq：ONC；6160.HK；688235.SH）发布2025年第一季度财务业绩。报告期内，公司总收入达11亿美元，同比增长49%；受益于市场需求的强劲增长，百悦泽（泽布替尼）全球销售额达7.92亿美元，同比增长62%。公司收入全部来自产品收入，产品收入的增长主要得益于百悦泽的销售额增长。2025年第一季度，美国继续成为公司最大市场，产品收入达5.63亿美元，上年同期为3.51亿美元。从安进公司获得授权许可的产品和百泽安的销售也对产品收入增长做出贡献。在美国，百悦泽2025年第一季度销售额为5.63亿美元，同比增长60%，主要得益于需求的增长，其中超过60%的季度环比增长来自于在CLL适应证中的扩大使用，因为百悦泽在美国是CLL和所有其他已获批适应证新患者治疗领域的领导者，且市场份额持续提升；在欧洲，百悦泽2025年第一季度的销售额为1.16亿美元，同比增长73%，主要得益于在所有欧洲主要市场的份额提升，包括德国、意大利、西班牙、法国和英国。百泽安（替雷利珠单抗）2025年第一季度销售额为1.71亿美元，同比增长18%。百济神州2025年全年总收入指引为49亿~53亿美元，其中包括收入强劲增长的预期，受益于百悦泽在美国的领先地位以及在欧洲和全球其他重要市场的持续扩张。->点击文末阅读原文，解锁完整双语新闻No.4 / 诺和诺德2025Q1财报：收入781亿丹麦克朗，终止口服GLP-1制剂Ⅰ期临床2025年5月7日，诺和诺德（NYSE：NVO，OMX：NOVO B）公布了2025年第一季度财务业绩。集团收入780.87亿丹麦克朗（约合118.56亿美元），同比增长18%（按固定汇率计算，下同）。营业利润387.91亿丹麦克朗，同比增长20%。按市场划分，美国市场收入443.16亿丹麦克朗，同比增长17%，占收入总额的53%。其他国际市场中，欧洲和加拿大市场收入147.65亿丹麦克朗，同比增长13%；新兴市场收入87.9亿丹麦克朗，同比增长24%；APAC（包括日本、韩国、大洋洲和东南亚）市场收入45.94亿丹麦克朗，同比增长25%；中国市场（含港澳台）收入56.22亿丹麦克朗，同比增长22%。其中中国市场的增长主要来源于以下因素：减肥产品销售收入7.04亿丹麦克朗，GLP-1类降糖药销售收入同比增长26%；胰岛素销售收入无变化；罕见病疗法销售收入同比增长157%。按产品来看，GLP-1制剂全球销售收入达395.74亿丹麦克朗，同比增长11%，其中Ozempic（司美格鲁肽）销售额327.21亿丹麦克朗（+15%），Victoza（利拉鲁肽）销售额11.58亿丹麦克朗（-46%）。胰岛素销售收入149.97亿丹麦克朗，同比增长3%。减肥药销售收入184.24亿丹麦克朗，同比增长65%，其中Wegovy（司美格鲁肽）销售额173.6亿丹麦克朗（+83%），Saxenda（利拉鲁肽）销售额10.64亿丹麦克朗（-35%）。在中国大陆地区，GLP-1降糖制剂市占率高达80.9%，远高于其他市场，报告期内销售额18.01亿丹麦克朗，同比增长26%。另外财报显示，鉴于产品组合考虑，公司决定终止每周一次口服司美格鲁肽制剂的Ⅰ期临床研究。->点击文末阅读原文，解锁完整双语新闻

Welcome back to Endpoints Weekly, our roundup of the top headlines in biopharma. Earnings season continued this week, with more comments from pharma executives on the potential impact of tariffs, new details around Pfizer and Moderna’s cost-efficiency efforts, and more. Read below for a recap of the top news out of this week’s earnings calls. We’ve also got a summary of data out of the American Association for Cancer Research’s annual meeting, where Lei Lei Wu reported from Chicago. And Endpoints News’ Andrew Dunn welcomed Arc Institute co-founder Patrick Hsu to our special Slack channel to discuss all things AI. Stay tuned next week as more companies, including BioNTech, Novo Nordisk, Takeda and more, report their earnings.  — Nicole DeFeudis 💲 More pharma companies reported their Q1 earnings this week, including AstraZeneca, Novartis, Pfizer, GSK, Eli Lilly, Moderna and Amgen. Tariffs were a central theme during earnings calls, as drugmakers provided some detail on the potential impact to their business. “Our goal, as I mentioned, is to have 100% of our products produced in the US for the US,” Novartis CEO Vas Narasimhan said during a first-quarter earnings call with the media Tuesday. AstraZeneca CEO Pascal Soriot said the company “can actually move the manufacturing of products that are made in Europe, move it to the US for supply to the US. And we can also potentially do the other way around.” Here’s what else our reporters tracked: The privately-held biotech Stealth BioTherapeutics said its rare disease drug was delayed this week. A person familiar with the situation said the company hadn’t been asked to run more trials or provide more data, that the FDA hadn’t identified any safety concerns, and that the agency hadn’t raised manufacturing issues, Endpoints’ Max Gelman reported. The apparent delay comes amid upheaval at health agencies, though several companies have said in earnings calls and interviews in recent weeks that they aren’t seeing an impact on their interactions with the FDA so far. The agency made decisions on time for two other drugs this week: Johnson & Johnson’s rare disease drug Imaavy and Satsuma Pharmaceuticals’ migraine drug Atzumi. The agency also hit PDUFA dates for other big-name medicines in recent weeks, like Dupixent, Amvuttra, Uplizna and Eylea. Stealth’s drug had an original decision deadline in January, but the company said the FDA requested more time to review supplemental material. Max examines lingering questions around the situation here . AACR recap: Data from GSK, Merck and more 🔬Scientists descended on Chicago this week for the American Association for Cancer Research’s annual meeting. Some in attendance, including cancer scientists, former NIH leaders and patient advocates, spoke about how cuts to science funding could impact cancer research. “It is a time to be clear-eyed about what is happening and to decide what role each of us is willing to play,” Yale oncologist Patricia LoRusso said during a panel. Read more here . Elsewhere, GSK presented data showing that its PD-1 inhibitor Jemperli induced a 100% complete response rate in 49 patients with a specific type of rectal cancer after six months. Even though the results were excellent, Endpoints’ Elizabeth Cairns reported that they are unlikely to have major commercial implications. Jemperli is already approved in this cancer type, known as mismatch repair deficient (MMRd) solid tumors, though only after the patient has progressed on prior treatment and has no further options. The new data could move the product into the neoadjuvant setting for dMMR cancers, but it’s still a tiny patient population. Only around 3% of solid tumors carry the dMMR biomarker. Merck also impressed with Keytruda data in head and neck cancer, showing that adding Keytruda before and after surgery cut the risk of disease recurrence or death by 27%. Patients in the study remained disease-free for more than four years at the median. 🌎 The US’ drug infrastructure has historically been robust, making it an attractive country in which to run clinical trials. But some companies say uncertainty is driving them to look elsewhere for their studies. Jared Whitlock examined this phenomenon in a story this week . Of note, companies find FDA Commissioner Marty Makary’s comments on rare disease approval pathways and animal testing largely promising. “Since we are in the ultra-rare disease space, Makary’s words on creating paths for rare [diseases] creates hope, and we are looking forward to learning more about his plans,” Mahzi Therapeutics CEO Yael Weiss said. While overseas trials have limitations, agencies in Europe, Canada, Australia and the UK have worked in recent years to harmonize guidelines with the FDA. 🎤 Endpoints’ Andrew Dunn welcomed Patrick Hsu to the newsroom’s Slack channel earlier this month to share his thoughts from the frontlines of the AI bio space. Hsu co-founded the Arc Institute in 2021, a Palo Alto, CA-based nonprofit research organization that has spearheaded some leading AI biology research. “I think AI will become a universal copilot that we use for everything,” he said during the interview. Read more here . DON’T MISS: