Management remarks
Call period: 2026 Q2 · 2026-07-30
Guidance: David Elkins: We are increasing our full year 2026 financial guidance for both revenue and adjusted diluted EPS based upon our strong first half results and our current projections for the balance of the year, while maintaining our projections for gross margin, other income and expense and our tax rate.Demand and orders: David Elkins: Eliquis revenue was approximately $4.5 billion, up 21%, driven by strong demand through continued market share gains.Margins: David Elkins: Gross margin in the second quarter was 71.4%, reflecting product mix.Analyst Q&A
Analyst Christopher Schott asked: Can you just help frame out what you think you'd need to see from that study for this to be a very large opportunity for Bristol versus what would be maybe more of just an incremental new product for the company just in terms of how strong that data has to be? Management Christopher Boerner answered: I'll ask Adam to start and then David, you can jump in on guidance.管理层陈述
电话会期间：2026 Q2 · 2026-07-30
指引：大卫·埃尔金斯：基于强劲的上半年业绩以及对下半年的当前预测，我们上调2026年全年营收和调整后摊薄每股收益的财务指引，同时维持对毛利率、其他收支及税率的预测。需求与订单：大卫·埃尔金斯：Eliquis营收约为45亿美元，同比增长21%，得益于强劲的需求以及持续的市场份额提升。利润率：大卫·埃尔金斯：第二季度毛利率为71.4%，反映了产品组合的情况。分析师问答
分析师克里斯托弗·肖特问道：“能否请你说明，你认为要让该研究成为百时美施贵宝的重大机遇，需要达到什么样的数据强度？相较而言，什么样的数据只会让本产品成为公司的增量新产品？” 管理层克里斯托弗·博纳答道：“我会让亚当先作答，之后大卫你可以就业绩指引展开补充说明。”This earnings-call research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报电话会研究基于公司公告、监管文件、财务报表，以及真实电话会文字稿或官方回放整理。内容仅供参考，不构成投资建议。
