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iStock, Magdalena Wygralak Shingrix sales in the U.S. took a 15% dive in the third quarter. GSK is now the second Big Pharma to report declining vaccine sales, after Sanofi reported a similar decline last week. GSK’s vaccine business saw a modest 2% year-on-year sales uptick in the third quarter, but a closer look reveals a drastic slowdown of its immunization products in the U.S. Overall, GSK’s vaccine portfolio brought in £2.678 billion ($3.54 billion) in the third quarter. The bulk of these earnings were driven by the shingles vaccine Shingrix, which worldwide made £830 million ($1.1 billion), growing 13% from the same period in 2023 at constant exchange rates. In the U.S., however, Shingrix sales sank 15% year-on-year, hitting just £256 million ($338 million). By comparison, Shingrix had sales of £297 million ($392 million) in Europe for 48% growth in the much smaller market. Speaking on an investor call Wednesday morning, Chief Commercial Officer Luke Miels pointed to “macro factors around vaccines” in the U.S. as a reason for this decline, noting that the country will continue to be a “tough” market for GSK’s vaccine business. Miels did not specifically identify what these factors are. In its news release, the pharma blamed the slowdown on “harder-to-activate unvaccinated consumers.” “Ex-U.S. sales now account for around 70% of global Shingrix sales,” said Miels, who will become GSK’s CEO next year . The policy landscape in the U.S. has turned hostile to vaccines in recent months, led by Health Secretary Robert F. Kennedy, Jr.’s outspoken skepticism about the shots, though much of his actions have been focused on COVID-19 immunization . Still, hundreds of current and former employees at the Department of Health and Human Services have accused Kennedy of fostering “mistrust in public institutions” and of “spreading inaccurate health information,” particularly about vaccines. When asked on Wednesday’s call about recent drug pricing policy changes in the U.S., GSK CEO Emma Walmsley refused to go deep into the pharma’s talks with the government, noting only that “we’re engaging very constructively with the [Trump] administration.” GSK is now the second Big Pharma to report declining vaccine sales, after Sanofi reported a 17% decline in its COVID-19 and flu vaccines for the third quarter last week. Overall, Sanofi’s legacy vaccines business declined nearly 8% in the third quarter to €3.36 billion ($3.9 billion). Another major vaccine maker, Merck, will report earnings on Thursday. Sales Grow 8% In the third quarter, GSK brought in £8.547 billion ($11.3 billion) in sales, representing 8% year-on-year growth at constant exchange rates. Of note, total operating profit hit £2.593 billion ($3.43 billion), more than double what was achieved during the same period last year. Much of the pharma’s strong showing is because of its Specialty Medicines products, particularly the HIV franchise, with £1.944 billion ($2.57 billion) in sales, up 12% from last year. Standout products include the respiratory drug Nucala, which grew 14% year-on-year to bring in £499 million ($659.6 million) in the quarter, buoyed by its recent approval and launch in chronic obstructive pulmonary disease. Meanwhile, the cancer immunotherapy Jemperli surged 79% in Q3 to earn £230 million ($304 million). Encouraged by the Q3 results, GSK on Wednesday lifted its sales outlook and now expects total core operating profit to grow 9% to 11%, up from its previous guidance of 6% to 8%.

强生、诺华、阿斯利康与GSK等药企相信都有了解，但这些头部药企在生物药的研发投入与营收情况如何呢？中国的情况又是如何？ 额.....自己找了一大圈并未了解到有关于中国及全球生物制药企业的相关综合实力对比信息，为此笔者自己做了一个生物制药企业综合排名的统计（含全球和中国两个部分）及生物药销售数据查阅技巧，本着致敬费曼学习的想法，特分享给大家以做参阅（如数据有误，还请斧正）。 生物制药企业排名逻辑 排名规则：按照生物药收入、营收占比、研发投入分别权重占比50%、30%、20%进行打分排序。 数据参考：各企业2024年报、摩熵医药、Evaluate Pharma 、Fierce Biotech、Pipeline Report 汇率参考：2024年均值（1 EUR≈1.08 USD，1 CHF≈1.12 USD，100 KRW≈0.072 USD） 生物药收入：抗体、融合蛋白、ADC、疫苗、细胞/基因疗法、酶替代等生物来源药品销售额 注：已剔除化学小分子、诊断、原料药、器械、CDMO服务 2024-2025全球生物制药企业排名Top10 1 罗氏 Roche ≈490亿美元 83% 22% 单抗、双抗、ADC、化-免偶联 Tecentriq、Perjeta、Polivy、Ocrevus 2 诺华 Novartis ≈320亿美元 64% 20% 放射性配体、双抗、siRNA、基因/细胞疗法 Pluvicto、Cosentyx、Kisqali、Leqvio 3 艾伯维 AbbVie ≈310亿美元 55% 23% 单抗、ADC、口服小分子-大分子杂合 Skyrizi、Rinvoq、Venclexta 4 强生 J&J（制药板块） ≈290亿美元 78% 21% 单抗、双表位抗体、CAR-T、疫苗 Darzalex、Stelara、Tremfya、Carvykti 5 默克 MRK（含MSD） ≈260亿美元 72% 19% 免疫检查点抑制剂、ADC、疫苗 Keytruda、Gardasil、Lagevrio 6 百时美施贵宝 BMS ≈250亿美元 70% 21% 免疫肿瘤、CAR-T、蛋白降解、双抗 Opdivo、Yervoy、Abecma、Reblozyl 7 赛诺菲 Sanofi ≈230亿美元 51% 18% 单抗、纳米抗体、疫苗、mRNA Dupixent、Kevzara、Libtayo、RSV疫苗 8 阿斯利康 AstraZeneca ≈220亿美元 48% 22% 单抗、ADC、双抗、寡核苷酸 Tagrisso、Imfinzi、Enhertu、Farxiga* 9 葛兰素史克 GSK ≈140亿美元 58% 16% 疫苗、单抗、ADC、病毒载体 Shingrix、Arexvy、Jemperli、Blenrep 10 安进 Amgen ≈135亿美元 95% 19% 单抗、双抗、siRNA、生物类似药 Prolia、Repatha、Tezspire、LUMAKRAS 前三排名解读： ①罗氏凭近500亿美元绝对额与>80%占比稳坐生物药之王。 ②诺华虽化学药仍占1/3，但凭借放射性配体与双抗新贵快速拉高生物药权重，占据第二。 ③艾伯维依托Skyrizi+Rinvoq接力药王修美乐，生物药绝对额已超300亿，研发强度23%高居大型药企第一。 2024-2025中国生物制药企业排名Top10 1 恒瑞医药 ≈190亿元 49% 25% 单抗、ADC、双抗、PROTAC、核药 卡瑞利珠单抗、吡咯替尼、SHR-A1811（HER2-ADC） 2 中国生物制药 ≈120亿元 42% 18% 单抗、双抗、融合蛋白、小分子-免疫联合 安罗替尼、贝莫苏拜单抗、派安普利单抗 3 百济神州 ≈110亿元 83% 62% 单抗、双抗、ADC、PROTAC 泽布替尼、替雷利珠单抗、BGB-11417 4 信达生物 ≈70亿元 95% 55% 单抗、双抗、细胞因子、ADC 信迪利单抗、IBI-362（GLP-1/GCG） 5 复宏汉霖（复星医药并表） ≈55亿元 98% 45% 生物类似药、单抗、ADC 汉曲优、汉利康、斯鲁利单抗 6 石药集团 ≈50亿元 28% 16% 纳米制剂、mRNA、单抗、ADC 多恩达、津优力、SYSA1801（Claudin18.2-ADC） 7 长春高新（金赛药业） ≈45亿元 92% 14% 基因工程蛋白、长效生长激素 金赛增、金赛恒、赛增 8 荣昌生物 ≈40亿元 96% 53% ADC、融合蛋白、双抗 维迪西妥单抗、泰它西普、RC108 9 齐鲁制药 ≈38亿元 25% 19% 生物类似药、单抗、ADC 安可达（贝伐珠类似药）、QL1706（PD-1/CTLA-4） 10 康方生物 ≈35亿元 99% 58% 双抗、单抗、ADC 开坦尼（PD-1/CTLA-4双抗）、普特利单抗 前三排名解读： ①恒瑞的生物药占比逼近50%，凭体量优势居榜首。 ②中国生物制药创新药收入口径120亿元中≈90%为生物药，绝对额跃居第二。 ③百济、信达、荣昌、康方四家Biotech生物药占比均>80%，研发强度远超传统Pharma。 关于生物制药企业的具体药物销售数据及药物研发管线 篇幅原因，上面表格未能展示其详细数据，有兴趣的可通过摩熵医药的全球药品销售数据库进行查阅，能直观的查看企业销售额排行榜、企业研发费用排行榜及产品销售额排行榜的详细数据。