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吉利德2018财报:CAR-T疗法Yescarta风景独好,明星Solvadi黯然谢幕

医药魔方 医药魔方 来源:医药魔方
2019-02-05
吉利德 财报
原文

2月4日,吉利德公布2018年业绩,全年总收入221.27亿美元,相比2017年下滑15.2%。其中,艾滋病产品销售收入146.27亿美元,相比2017年增长12.4%,在公司总收入中的占比回升至66.1%,重新成为公司最核心的业务板块。2018年吉利德研发投入50.18亿美元,占收入比重22.7%,相比2017年增长34.4%。


比较令人感慨的是丙肝产品,吉利德这块业务的2018年销售收入为35.84亿美元,被AbbVie的36.16亿美元小幅超越。一代明星Sovaldi沦落到产品销售额不再具体披露的境地(与Cayston, Hepsera的合并收入3.2亿美元),接近退出舞台。落寞的并不止Gilead一家,BMS的丙肝产品也在2018年遭遇淘汰。



好的一点是,吉利德2018年在中国喜讯频传,Harvoni获批治疗基因1-6型丙肝,Epclusa获批并进入2018年11月公布的《2018版国家基本药物目录》,乙肝新药Vemlidy有非常不错的增幅同时也于2018年11月获批,这些产品在中国的上市可以帮助吉利德对冲全球肝病业务的下滑。


吉利德比较亮眼的新产品是CAR-T疗法Yescarta,针对接受过2种以上治疗的复发难治大B细胞淋巴瘤患者,Yescarta提供了治疗选择,赢得2.64亿美元的收入,远好于诺华的Kymriah(7600万美元)。


2019年或许是吉利德新任CEO带领公司加快变革转向的一年,从罗氏过来的Daniel O’Day将在2019年3月1日正式履职。在CAR-T领域站稳脚跟后,吉利德已经加大了对肿瘤领域的进一步布局,此前与Agenus、Tango Therapeutics先后达成合作,2019年或有更多外部动作,毕竟截至2018年12月31日,Gilead公司账上还有315亿美元的现金类资产(包括现金等价物及有价债务证券)。


机器翻译

On February 4, Gilead reported 2018 results, with total revenue of 221.$2.7 billion, down 15% from 2017.2%.Among them, AIDS products sales income 146. 5%.$2.7 billion, an increase of 12 compared to 2017.4%, the share of the company's total revenue has recovered to 66.1%, the company's core business sector.In 2018, Gilead R & D investment 50.1.8 billion US dollars, accounting for 22.7% compared to 2017 34.4%.

$8.4 billion, by AbbVie's 36.$1.6 billion, a small overshoot.Generation star Sovaldi has fallen into a position where product sales are no longer specifically disclosed (combined revenue with Cayston, Hepsera 3.$200 million), close to exiting the stage.It's not just Gilead that is lonely. BMS's hepatitis C product was eliminated in 2018.

The good point is that Gilead has a good news in China in 2018. Harvoni was approved to treat the gene type 1-6 hepatitis C. Epclusa was approved and entered the "2018 version of the National Essential Drugs List" published in November 2018. The hepatitis B new drug Vemlid has very A good increase was also approved in November 2018. The listing of these products in China can help Gilead hedge the decline in the global liver disease business.

Gilead's brighter new product is the CAR-T therapy Yescarta, which offers treatment options for patients with relapsed and refractory large B-cell lymphoma who have received more than 2 treatments, winning 2.With $6.4 billion in revenue, it's much better than Novartis's Kymriah ($ 76 million).

2019 may be a year in which Gilead's new CEO will lead the company to accelerate its transformation. Daniel O'Day from Roche will officially perform his duties on March 1, 2019.After gaining a foothold in the field of CAR-T, Gilead has increased its further layout of the field of oncology, previously associated with Agenus.Tango Therapeutics has reached a deal that could lead to more outside action in 2019, after all, as of December 31, 2018, Gilead has $31.5 billion in cash assets (including cash equivalents and valuable debt securities) on its books.

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