英国制药巨头葛兰素史克（GSK）公布第三季度财报，尽管整体营收超预期增长，但因疫苗销售疲软及巨额重组费用引发投资者担忧，导致股价在周三一度暴跌7% 1。新CEO卢克·米尔斯指出，带状疱疹疫苗Shingrix和RSV疫苗Arexvy销量下滑是主要拖累因素，同时公司正推进全球范围内的成本削减计划，包括比利时业务重组导致的约1200人裁员 1。
具体财务数据显示，GSK第三季度税前利润下降19%至19亿英镑，产生3.18亿英镑重组费用 1。总营收按固定汇率计算增长5%至89亿英镑，得益于HIV、癌症和狼疮药物销售强劲 1。然而，疫苗销售额下降2%至26亿英镑；其中Shingrix下跌5%，Arexvy下跌24%，脑膜炎疫苗上涨12% 1。受此影响，GSK股价在周三最终收盘跌5.5%，为FTSE 100指数最大跌幅股 1。
为应对挑战，GSK推出三年成本削减计划，旨在每年节省19亿英镑，总重组成本预计为24亿英镑 1。该计划涉及比利时疫苗业务重组，预计将导致约1200个工作岗位流失 1。此外，公司目标是在2031年前实现超过400亿英镑的年度总收入 1。GSK将于年底前启动22项后期新药研究，其中18项已在进行中 1。
GlaxoSmithKline experienced a significant drop in its share price following the release of its third-quarter financial results, with the stock falling 7% during Wednesday’s trading session before closing down 5.5%, marking it as the biggest decliner among FTSE 100 constituents 1. Although total revenue rose by 5% to £8.9 billion on a constant currency basis, driven by strong performance in HIV, cancer, and lupus medications, the company reported a 19% decline in pre-tax profits to £1.9 billion, partly attributed to £318 million in restructuring charges 1.
New CEO Luke Mills identified declining sales of key vaccines as the primary drag on investor sentiment, noting that Shingrix revenues fell by 5% while Arexvy dropped by 24%, despite meningitis vaccine sales increasing by 12% 1. Total vaccine sales decreased by 2% to £2.6 billion for the quarter 1. To address these challenges, GSK is implementing a three-year cost-reduction program targeting annual savings of £1.9 billion against an estimated total restructuring cost of £2.4 billion, which includes the elimination of approximately 1,200 jobs through the reorganization of its Belgian vaccine operations 1. The pharmaceutical giant maintains its long-term goal of achieving annual revenue exceeding £40 billion by 2031 and plans to initiate 22 late-stage drug trials by year-end, 18 of which are already underway 1.
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