Amgen季績超預期 體重藥研發添動力

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the traveler stands by the colorful waterfront of Willemstad, Curaçao, bathed in warm early-December daylight. He wears a soft pastel blue shirt, cream chinos, and clean white trainers. Wide angle, ultra-realistic, cinematic lighting, 8K resolution, full-body shot, drone shot centered on him while the iconic pastel Dutch-colonial buildings and calm water smooth the emotional ending of the story.
Create a photorealistic and highly detailed image featuring the attached image walking confidently down a modern city street, accompanied by Jason Statham, Dwayne “The Rock” Johnson, and Jason Momoa acting as bodyguards.
John Wick (Keanu Reeves) is walking just beside or slightly behind the subject, holding an umbrella over him to shield from light rain.
The subject should be the central figure, wearing stylish casual clothing — like a fitted jacket, dark jeans, and sunglasses — exuding calm authority and cool charisma.
Statham, The Rock, and Momoa are dressed in black tactical-style suits, maintaining alert, protective stances, scanning the surroundings like professional bodyguards. John Wick wears his signature black suit and tie, looking composed as he holds the umbrella.
The setting is a downtown urban street with wet pavement reflecting city lights, parked luxury cars, and paparazzi in the background snapping photos.
The photo should look like a real paparazzi shot — slightly off-angle, mid-step motion blur, with realistic lighting and reflections.
Lighting: natural daylight with overcast skies, reflections from wet concrete, realistic shadows, subtle raindrops on the umbrella and clothing.
Camera realism: crisp detail on facial features and clothing textures, shallow depth of field emphasizing the group, with lens flare or light bloom for authenticity.
Mood & tone: grounded, cinematic, and stylish — feels like a moment from a celebrity entourage photo or action-movie press capture, taken with an iPhone by paparazzi.
Style: ultra-realistic, documentary-style street photography with modern cinematic sharpness.
{
  "image_generation_request": {
    "prompt": "Ultra-realistic portrait of a man walking toward the camera on an airport runway at night He wears a white long-sleeve shirt with sleeves rolled up and dress pants, shoes. The camera is very close, capturing his face sharply - textures of skin, smoke from his lips, and subtle reflections of firelight in his eyes. Behind him, slightly out of focus, a commercial airplane is burning intensely, with huge flames, roaring firestorms, and thick black smoke rising high. The fiery glow casts dramatic orange highlights on his shirt and face, creating deep shadows and a gritty, cinematic mood. Wet runway reflects the blaze, enhancing the dramatic atmosphere.",
    "dimensions": {
      "width": 1200,
      "height": 1200
    },
    "style_descriptors": [
      "Cinematic",
      "Photorealistic",
      "Gritty",
      "Dramatic Lighting",
      "Macro Photography",
      "8k resolution"
    ],
    "subject_details": {
      "action": "Walking toward camera, smoking",
      "clothing": "White long-sleeve shirt (rolled sleeves), dress pants, shoes",
      "facial_features": "Sharp focus, skin texture, firelight reflection in eyes"
    },
    "environment_details": {
      "location": "Airport runway at night",
      "background": "Commercial airplane burning, intense fire, thick black smoke, out of focus",
      "ground": "Wet runway, reflecting fire"
    }
  }
}

Amgen第二季度業績超越華爾街預期,產品銷售增長抵銷研發開支上升

加州生物科技公司Amgen於週二公布的第二季度財報顯示,收入達92億美元,較去年同期增長9%,調整後每股盈利增長21%至6.02美元,均超出華爾街預期。分析師原本預計調整後每股盈利為5.29美元,收入為89.4億美元。

BMO Capital Markets分析師Evan Seigerman在研究報告中表示,Amgen這個強勁季度的表現開始改變市場對該公司的看法,尤其是展望今年下半年。Amgen股價在盤後交易中輕微回落約0.5%,報298.50美元,當日收盤價為300.08美元。

核心產品銷售狀況分化,研發投入顯著增加

Amgen的降膽固醇藥物Repatha銷售額增長31%,達6.96億美元;但骨質疏鬆藥物Prolia銷售額下降4%至11億美元,公司預計受生物仿製藥競爭影響,Prolia銷售將持續下滑。

整體調整後營運費用較去年同期增長8%,其中研發費用更大幅上升18%。公司正投入大量資源開發實驗性減肥藥MariTide,該藥物是結合兩種肽段的抗體,能激活降低食慾和血糖的GLP-1受體,同時阻斷另一種腸道激素GIP。

Amgen預計第四季度將公布兩項關鍵中期MariTide臨床試驗數據,其中一項針對肥胖或超重成人(含或不含2型糖尿病患者),另一項專注於治療2型糖尿病。

市場前景與未來展望

隨著減肥藥市場需求激增,多家公司積極研發相關藥物,預計未來幾年肥胖治療藥物銷售額可達1500億美元。Amgen今年財務預測略有上調,預計全年調整後每股盈利20.20至21.30美元,收入350至360億美元,高於此前預測的20.00至21.20美元和343至357億美元。分析師平均預期2025年每股盈利20.91美元,收入354億美元。

公司強調2025年財務預測已考慮現有關稅影響,但未包含未來可能實施的額外關稅或價格調整。

面對政策壓力,Amgen態度謹慎

美國總統特朗普對製藥行業施壓,要求降低處方藥價格,並計劃對歐盟進口產品徵收15%關稅。Amgen執行長Robert Bradway在投資者電話會議中表示,公司認同美國醫療體系需要改革,但目前對具體方案尚無評論,並期待與政府合作。

評論與啟示:

Amgen此次季度業績超出預期,反映其核心產品依然具備穩固市場地位,尤其是Repatha的強勁增長顯示降膽固醇藥物需求依然旺盛。然而,Prolia銷售下滑突顯生物仿製藥對專利藥市場的衝擊,這是整個製藥行業面臨的共同挑戰。

公司在新藥研發上的重點轉向MariTide等創新減肥藥,符合全球肥胖問題日益嚴重及相關藥物市場爆發性增長的趨勢。這種雙重激活和阻斷腸道激素的機制,代表了未來治療糖尿病和肥胖的新方向,若能成功推向市場,將為Amgen帶來可觀的增長動力。

此外,Amgen在美國醫療改革和貿易政策不確定性的背景下謹慎應對,顯示大藥廠必須在創新與政策風險之間尋找平衡。價格壓力和關稅政策可能會對利潤率構成挑戰,企業需加強成本控制和多元化市場布局。

總結來說,Amgen展現了強大的研發實力和市場競爭力,但未來仍需應對仿製藥競爭與政策變數帶來的挑戰。對香港投資者而言,關注其新藥開發進展和美國政策動向,將是評估該股長線價值的關鍵。

以上文章由特價GPT API KEY所翻譯及撰寫。

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