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百时美施贵宝Bristol Myers Squibb(BMY)2025年第二季度业绩报告「NYSE」(英文版)(20页).pdf

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1、 1 Bristol Myers Squibb Reports Second Quarter Financial Results for 2025 Performance Underscores Continued Execution Against Long-Term Growth Strategy Second quarter revenues were$12.3 billion Growth Portfolio revenues were$6.6 billion,+18%(+17%Ex-FX)GAAP EPS was$0.64 and non-GAAP EPS was$1.46;Both

2、 figures include net impact of$(0.57)due to the Acquired IPRD charge associated with the BioNTech strategic partnership Raising 2025 revenue guidance to a range of$46.5 billion to$47.5 billion;Updating non-GAAP EPS range to$6.35 to$6.65,inclusive of an unfavorable$(0.57)per share impact from the Bio

3、NTech Acquired IPRD charge (PRINCETON,N.J.,July 31,2025)Bristol Myers Squibb(NYSE:BMY)today reports results for the second quarter of 2025.“We are making good progress rewiring the company for long-term growth.In the second quarter,we delivered strong results across our Growth Portfolio,continued to

4、 optimize our cost structure,and added to our innovative pipeline with strategic partnerships,”said Christopher Boerner,Ph.D.,board chair and chief executive officer,Bristol Myers Squibb.“In the back half of the year,were focused on advancing transformational medicines and delivering on our Growth P

5、ortfolio and important pipeline opportunities to shape our growth trajectory.Second Quarter Results$in millions,except per share amounts 2025 2024 Change Change Excl.FX*Total Revenues$12,269$12,201 1%0%Earnings/(Loss)Per Share-GAAP*0.64 0.83 (22)%N/A Earnings/(Loss)Per Share-Non-GAAP*1.46 2.07 (29)%

6、N/A Acquired IPRD Charge and Licensing Income Net Impact on Earnings/(Loss)Per Share (0.57)(0.04)N/A N/A*GAAP and Non-GAAP earnings/(loss)per share include the net impact of Acquired IPRD charges and licensing income.*See Use of Non-GAAP Financial Information.2 SECOND QUARTER RESULTS All comparisons

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根据《Data》标记中的内容,以下是Bristol Myers Squibb 2025年第二季度财务报告的要点概括: - 第二季度收入为123亿美元,同比增长1%。 - 成长组合收入为66亿美元,同比增长18%(剔除汇率影响后增长17%)。 - 按GAAP计算每股收益为0.64美元,非GAAP每股收益为1.46美元。 - 将2025年收入预期上调至465亿至475亿美元,非GAAP每股收益预期为6.35至6.65美元。 - 成长组合中,Opdivo、Reblozyl和Camzyos等免疫肿瘤产品表现强劲。 - 传统组合收入下降14%,主要受Eliquis需求增加和仿制药影响。 - 研发和行政费用下降11%,主要得益于战略生产力提升计划。 - 与BioNTech的战略合作导致收购IPRD费用增加,对收益产生负面影响。
**季度营收如何?** **增长策略成效如何?** **研发投入有何变化?**
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