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葛兰素史克Glaxosmithkline(GSK)2025年第二季度财报电话会议纪要「LSE」(英文版)(27页).pdf

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1、 Investor Relations Q2 2025 results presentation Page 1 of 27 Wednesday,Wednesday,3 30 0 JulyJuly 2022025 5 at 1at 12 2:00:00 BSTBST Introduction|Constantin Fest Slide 1|Q2 2025 Results Slide 2|Agenda Ladies and gentlemen,a very warm welcome to the GSK Q2 2025 results call.I am delighted to be joine

2、d today by Emma Walmsley,Tony Wood,Luke Miels,Deborah Waterhouse and Julie Brown,with David Redfern joining for Q&A.Todays call will last approximately one hour with the presentation taking around 30 minutes and the remaining time for your questions.Please ask only 1-2 questions so that everyone has

3、 a chance to participate.Before we start,please turn to slide 3.Slide 3|Cautionary statement regarding forward-looking statements This is the usual safe-harbour statement.We will comment on our performance using constant exchange rates or CER unless otherwise stated.I will now hand over to Emma on s

4、lide 4.Q2 2025 Performance Momentum|Emma Walmsley Slide 4|Q2 2025 Performance Momentum Thank you and welcome to everybody joining us today.Please turn to the next slide.Slide 5|2025 performance momentum:Q2 Highlights Our second quarter results once again demonstrate GSKs strong performance momentum-

5、and the quality and strength of our portfolio.Group sales were up 6%for the quarter,core operating profit was up 12%,and core earnings per share grew 15%to 46.5 pence.Sales growth was driven by our largest business,Specialty Medicines,up 15%.And Vaccine sales also contributed with sales up 9%in the

6、quarter.This led to increases in profits and earnings,which also benefitted from a strong focus on SG&A.Alongside operating performance,we continue to make good progress in R&D,with 3 FDA approvals achieved so far this year.Investor Relations Q2 2025 results presentation Page 2 of 27 Cash generation

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根据《Data》标记内容,以下是GSK Q2 2025业绩报告的关键点: - **业绩增长**:第二季度销售额增长6%,核心运营利润增长12%,核心每股收益增长15%至46.5便士。 - **业务亮点**:专科药物销售额增长15%,疫苗销售额增长9%,推动利润和收益增长。 - **研发进展**:今年已获得3项FDA批准,研发管线进展顺利。 - **现金流**:上半年产生37亿英镑现金,支持增长和股东回报。 - **投资重点**:继续将资本分配优先用于增长,包括研发和业务发展。 - **未来展望**:预计到2031年销售额将超过400亿英镑。 - **管线进展**:多个新药和疫苗处于研发阶段,包括针对呼吸、免疫、肿瘤和感染性疾病的产品。
业绩强劲,未来可期?" 全球扩张,前景光明?" 突破性药物,引领未来?"
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