[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio8796b8cb":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio8796b8cb","赛诺菲(SNY)Q3盈利大超预期-Dupixent需求强劲难掩专利悬崖隐忧","\u002Fdoc\u002Fdcio8796b8cb","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，凭借旗下畅销皮肤及哮喘药物Dupixent(度普利尤单抗)的需求增长，赛诺菲连续第二个季度上调全年销售和利润预期。这家法国药企周五表示，按固定汇率计算，今年销售额预计将实现低双位数百分比增长，高于此前预测的10%;剔除部分项目后的每股收益预计将实现中双位数百分比增长。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>数据显示，赛诺菲第三季度净销售额144.44亿欧元，同比增长16.2%，按固定汇率计算增长14.3%；其中，Dupixent销售额达57亿欧元(约合64亿美元)，同比大增34.8%，历史第二次单季突破50亿欧元，也高于分析师预期的52亿欧元，推动利润超出预期。剔除部分项目后的每股收益为3.55欧元，远高于分析师预期的2.80欧元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Dupixent的强劲表现抵消了疫苗销售下滑的影响。由于流感疫苗和呼吸道合胞病毒(RSV)药物Beyfortus在美国市场承压，疫苗业务表现疲软。此外，赛诺菲在药品销售和推广相关费用上的支出也低于预期。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>高度依赖单一药物，“后Dupixent时代”成焦点\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>不过，Dupixent的销售表现也凸显出赛诺菲对该药物的深度依赖。该药物将于2030年代初开始失去专利保护，而赛诺菲尚未找到可信的替代收入来源。Dupixent由赛诺菲与再生元制药(Regeneron Pharmaceuticals)共同开发。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>新任首席执行官白理安(Belén Garijo)在声明中表示“整个组织都在专注于管理赛诺菲未来十年‘后Dupixent时代’的发展轨迹。我们的首要任务是通过Dupixent的专利到期保护盈利。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>白理安已叫停多款她认为前景不佳的药物研发，并计划以更严谨的方式构建研发管线。她还撤换了研发主管Houman Ashrafian，由前罗氏高管Paulo Fontoura接任。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>投资者等待重大收购，新药开始贡献增量\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>投资者正在等待一项重大收购，标的很可能是处于后期开发阶段的资产，以便及时推向市场，抵消部分Dupixent销售损失。今年早些时候，赛诺菲与再生元表示将扩大合作关系，交易可能使这家美国药企获得高达80亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>首席财务官François-Xavier Roger表示，新近上市产品的销售贡献占比已高于以往。用于治疗A型血友病的新药Altuviiio，以及治疗慢性移植物抗宿主病的药物Rezurock，上季度销售均超出预期。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Roger还表示，赛诺菲正在寻找比以往规模更大的交易，标的的主要风险在于商业化。“涉及的资金规模比我们过去寻求的更大，”他在分析师电话会上表示。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Roger称，赛诺菲预计将在年底前更新其战略优先事项。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>对增长前景的担忧已拖累赛诺菲股价，该股今年以来下跌约8%。此前多项临床试验结果令人失望，包括一款名为amlitelimab的特应性皮炎实验性药物，以及一款治疗罕见自身免疫性疾病的药物。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FS\u002FSN\u002FSN.jpg","2026-10-30T13:01:49","2026.10.30","2026\u002F10\u002F30",36251,[22],"SN","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimages\u002Ffooter\u002Ffooter-1-wechat.gif?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-2-telegram.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-3-whatsapp.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-4-line.png?v=20260930c","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]