强生一季报：医疗器械版块营收下降8.2%！

admin · 发表于 2020-10-14 12:29:28

                  <section data-role="paragraph" data-color="rgb(182, 228, 253)" data-custom="rgb(182, 228, 253)"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><section><section><p><p><img src="image/20201014/86b79d371e9862b01189f0252a03b2cd_1.png" /></p></p></section><section><section><span><strong></strong></span></section><p><span>医疗器械媒体报道先锋</span></p><p><span>分享专业医疗器械知识</span></p></section><section><section><section><span>关注</span></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section><section data-role="paragraph" data-color="rgb(182, 228, 253)" data-custom="rgb(182, 228, 253)"><section><br  /></section><section><span>来源：众成医械</span></section><section><br  /></section><section><section><section><section><section><section powered-by="gulangu"><section><section powered-by="gulangu"><section><section><section powered-by="gulangu"><section><section powered-by="gulangu"><section><br  /></section></section><section powered-by="gulangu"><section><br  /></section></section></section></section></section><section><section powered-by="gulangu"><section><section powered-by="gulangu"><section><br  /></section></section><section powered-by="gulangu"><section><br  /></section></section></section></section></section></section></section><section powered-by="gulangu"><section><p>口罩、防护服、呼吸机……由于疫情，医疗器械产品一种接一种被炒热，不断有企业宣布加盟“抗疫大军”。</p><p><br  /></p><p>自2020年2月1日至4月13日，全国超过2.8万家企业经营范围新增了“口罩、额温枪、消毒液、防护服、医疗器械”等相关业务，其中不乏华为、阿里、格力等各领域的“龙头大佬”。</p><p><br  /></p><p>但与此同时，国际医疗器械巨头强生的第一季度报告却显示，医疗设备销售额在下降，并且强生并不是唯一一家在疫情中过得不安稳的医疗器械企业……</p></section></section><section powered-by="gulangu"><section><section><section powered-by="gulangu"><section><section powered-by="gulangu"><section><br  /></section></section><section powered-by="gulangu"><section><br  /></section></section></section></section></section><section><section powered-by="gulangu"><section><section powered-by="gulangu"><section><br  /></section></section><section powered-by="gulangu"><section><br  /></section></section></section></section></section></section></section></section></section></section><p><br  /></p></section></section></section></section><section><section><section><section><section><section><p><span><strong><span>强生医械业绩下降8.2%</span></strong></span></p></section><section><section><br  /></section></section></section></section></section><section><section><p><span>4月14日，强生发布了一季度业绩报告。报告显示，<strong>第一季度营收为207亿美元，同比增长3.3%，超出预期</strong>。</span></p><p><br  /></p><p><span>营收增长主要来源于制药部门和消费者健康部门——<strong>制药部门营收为111.34亿美元，较去年同期的102.44亿美元增长8.7%；消费者健康部门营收为36.25亿美元，较去年同期的33.18亿美元增长9.2%</strong>。</span></p><p><br  /></p><p><span>强生第一季度的<strong>医疗器械</strong><strong>板块成绩却欠佳</strong>，报告显示营收为<strong>59.32亿美元</strong>，<strong>较去年同期的64.59亿美元下滑8.2%</strong>，其中高利润率的用于<strong>骨科手术和视力矫正的产品</strong>受到的打击尤为严重。</span></p></section></section><section><p><br  /></p></section><section><section><p><span>强生把医疗器械营收惨淡的原因归于近期的疫情，同时下调了2020年的预期营收。</span></p><p><br  /></p><p><span>强生预计，公司2020年营收将为775亿美元至805亿美元，同比下滑2.0%至5.5%；该公司此前预计2020年营收将为854亿美元至862亿美元，同比增长4.0%至5.0%。</span></p><p><br  /></p><p><span>强生首席执行官Alex Gorsky表示，“在医疗设备方面，我们正在经历一个短期的负面影响，并预计这种影响还会持续一段时间。我们选择推迟择期手术，并重新部署医院资源，以帮助受到疫情影响的患者。但是医疗器械历来是一个强劲的市场，我们相信市场的基本面仍然保持不变。”</span></p><p><br  /></p><p><span>强生主营的医疗设备产品包括，用于微创及开放性手术（如伤口缝合、吻合器、超声刀以及可吸收止血纱），电生理学（如导管及其相关技术）、骨科（如关节重建、创伤、脊柱、运动医学、颌面以及动力工具），整形（如乳房假体）以及感染预防（如过氧化氢等离子低温灭菌系列）等领域的医疗器材。</span></p><p><br  /></p><p><span>受疫情影响，全球都在取消或推迟择期手术，以节省资源救治新冠肺炎患者。这导致强生的医疗器械业务在第一季度遭受了非常大的打击。</span></p><p><br  /></p><p><span>从去年年底开始，中国地区的择期手术不断放缓，到3月中旬，日本、韩国、欧洲和美国的医院也开始推迟或取消择期手术。</span></p><p><br  /></p><p><span>在强生出售的医疗器械中，有2/3的产品是用于髋关节和膝关节的植入性手术。</span></p><p><br  /></p><p><span>另外，强生的高管还表示，疫情期间在家办公，人们很少外出活动，受伤几率变小，这意味着创伤性手术也大幅减少。</span></p><p><br  /></p><p><span>根据报告，第一季度，强生的骨科设备全球销售额达20亿美元，下降了6.6%，预计2020年医疗设备业务的销售额将会减少70亿美元。</span></p><p><br  /></p><p><span>不过，强生表示，医疗器械的销售额下降是暂时的。强生首席财务官John Wolk预计从第三季度开始，外科手术可以得到恢复，情况将于第四季度得到进一步改善。</span></p></section></section></section></section><section><p><br  /></p></section><section><section><section><section><section><section><p><span><strong><span>医院手术量下降6成</span></strong></span></p></section><section><section><br  /></section></section></section></section></section><section><section><p><span>疫情之下，受打击的医疗器械企业不只有强生。</span></p><p><br  /></p><p><span>1月29日，国家卫健委印发《关于做好应对2020年春节假期后就诊高峰工作的通知》，要求合理控制手术数量，按照手术指征安排手术时间，非急诊手术延后择期进行，并向患者做好沟通解释。</span></p><p><br  /></p><p><span>3月底，国内心血管器械领域的龙头</span><span><strong>乐普医疗</strong></span><span>发布2020年一季度业绩预告，</span><strong><span>预计净利润为3.32亿元-4.20亿元，同比下滑28%-43%</span></strong>。</p><p><br  /></p><p><span>广州艾力彼的调查数据显示，2月份，国内医院的业务量和营收普遍出现下滑，其中近8成医院的门诊量同比下滑40%以上，超半数医院住院量同比下滑50%以上，手术量下滑60%以上的医院占比也过半。</span></p><p><br  /></p><p><span>乐普医疗表示，尽管抗疫相关产品业绩显著提升。乐普医疗的新型冠状病毒抗体检测试剂盒于3月11日已经获得欧盟符合性声明（DOC），被允许销往欧洲市场。</span></p><p><br  /></p><p><span>截至3月27日，乐普医疗新型冠状病毒抗体检测试剂盒已向亚太、欧洲及拉丁美洲地区发货200万余套。</span></p><p><br  /></p><p><span>乐普医疗的医疗红外测温仪（额温枪）也已获得欧盟符合性声明，并且符合美国家电标准（FCC认证），但是这也难敌医院门诊量和手术量下滑对其他业务造成的冲击。</span></p><p><br  /></p><p><span>但乐普医疗也表示，疫情造成的影响是暂时的。随着国内疫情的逐渐平复，医院的门诊量、手术量都开始逐渐恢复。截至3月份，部分省份的手术量已经恢复至疫情前的70%以上，恶性肿瘤等期限手术将会得到优先安排。</span></p></section></section></section></section><section><br  /></section></section><section data-role="outer" label="Powered by gulangu"><section data-role="paragraph" data-color="#757576"><section data-role="paragraph"><section><section><section 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