Conference call agenda FY and Q4 2025 Results Conference call and webcast for investors and analysts 10 February 2026 Cautionary statements regarding forward-looking statements In order, among other things, to utilise the 'safe harbour' provisions of the US Private Securities Litigation Reform Act of 1995, AstraZeneca (hereafter 'the Group') provides the following cautionary statement: This document contains certain forward-looking statements with respect to the operations, performance and financial conditi ...

格隆汇2月10日｜英国制药巨头阿斯利康公布2025年业绩，全年总营收达到587.39亿美元，按固定汇率 计同比增长8%，主要得益于肿瘤、心血管和罕见病业务板块的增长；其中，产品销售额为555.73亿美 元，同比增长9%；核心每股收益为9.16美元，同比增长11%。就2025年第四季度而言，总营收为155.03 亿美元，同比增长2%；核心每股收益为2.12美元，同比下滑2%。 展望2026年，阿斯利康预计总营收将实现中高个位数百分比的增长，核心每股收益将实现低两位数百分 比的增长。 阿斯利康首席执行官Pascal Soriot表示："2025年，公司在各个治疗领域都取得了强劲的商业表现，研发 管线进展顺利。公司公布了16项积极的三期临床试验结果，目前拥有16款重磅药物。展望2026年，公司 将继续保持增长势头，期待今年公布超过20项三期临床试验的结果。"公司宣布派发第二次中期股息， 每股2.17美元；2025年总股息增长3%至每股3.2美元。 ...

Core Insights - The company anticipates revenue growth for 2026 to be in the mid-to-high single-digit percentage range, indicating a positive outlook for future sales performance [1] - Core earnings per share are expected to increase by a low double-digit percentage, reflecting strong profitability expectations [1]

Core Insights - The pharmaceutical giant reported profits that met expectations and revenue that slightly exceeded forecasts on Tuesday [1] Financial Performance - Profit was in line with market expectations [1] - Revenue slightly beat forecasts [1]

来源：滚动播报 阿斯利康：预计全年总收入将实现中至高个位数百分比的增长。 ...

AstraZeneca on Tuesday forecast profit and sales growth in 2026, betting on demand for its cancer and cardiovascular treatments while the drugmaker pursues massive expansion in the U.S. and China. ...

科创创新药ETF汇添富（589120）标的指数成分股多数冲高，荣昌生物、百利天恒涨超5%，百济神州涨超4%，泽璟制药、博瑞医药等涨幅居前， 特宝生物、益方生物等小幅回调。 【科创创新药ETF汇添富（589120）标的指数前十大成分股】 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估算权重 | | --- | --- | --- | --- | --- | --- | | 1 | 688235 | J-Z**KD | 医药生物 | 4.04% | 10.43% | | 2 | 688578 | 艾力斯 | 医药生物 | 0.82% | 9.10% | | 3 | 688506 | 百利天恒 | 医药生物 | 5.10% | 7.89% | | র্ব | 688180 | 君实生物-U | 医药生物 | 1.10% | 6.70% | | 5 | 688331 | 荣昌生物 | 医药生物 | 5.51% | 6.35% | | 6 | 688266 | 泽昌制药-U | 医药生物 | 3.74% | 6.07% | | 7 | 688166 | 博瑞医药 | 医药生物 | 2.27% | 4 ...

驱动基因阴性NSCLC专题 下一代治疗范式：双抗、IO+ADC 西南证券研究院 2026年2月 分析师：杜向阳 执业证号：S1250520030002 电话：021-68416017 邮箱：duxy@swsc.com.cn 分析师：雷瑞 执业证号：S1250525110001 电话：021-68416017 邮箱：leir@swsc.com.cn 核心结论 驱动基因阴性空间几何？ 报告目录 1 NSCLC全球第一大癌种，驱动基因阴性占三成 2 从一线治疗看驱动基因阴性市场空间几何 驱动基因阴性指肿瘤样本中未检测到明确可靶向的驱动基因突变，分别占中美患者新发NSCLC患者的31%/31%。基于目前中美指南推荐，一线 治疗驱动基因阴性NSCLC晚期患者主要依赖PD(L)-1±化疗的治疗方案，我们测算2030年用于驱动基因阴性NSCLC晚期一线治疗的免疫用药中美 市场规模分别约为75亿元、180亿元。 NSCLC下一代免疫治疗方案齐头并进——双（多）抗、IO+ADC 从临床指南来看，以帕博利珠单抗、阿替利珠单抗为代表的PD(L)-1药物(不)联用化疗已全面覆盖驱动基因阴性一线及后线治疗，临床地位稳定， 但长期维度下 ...

Key Takeaways AZN will report Q4 results on Feb. 10, with cancer and diabetes drugs expected to drive quarterly sales.INCY and VRTX's Q4 results to be supported by Jakafi growth and CF drug demand, respectively.GILD and MRNA look to product portfolio strength as vaccine and liver disease sales shape results.The fourth-quarter earnings season continues to be in full swing this week, with many large drugmakers like AstraZeneca (AZN) , Incyte (INCY) , Gilead Sciences (GILD) , Vertex Pharmaceuticals (VRTX) and ...

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