MSD半年报、网页链接{Our Q3 2025 financial results}出来了,把九价相关的贴出来下,也可以自己去看原文。$万泰生物(SH603392)$
主要信息:

Gardasil/Gardasil 9 sales in China were $193 million, $0 and $0 in the first,second and third quarter of 2025.respectively, and $1.253 million,$1 312 million,$517 milion and $446 million in the first. second third and fourth quarter of 2024, respectively.

具体的:
Q1、Q2九价的总营收:

Q3:同比下降、环比上去了点

Q2这是给的原因:


这个是Q2不同地区的营收,美国以及美国外,二季度和半年的:

与Q2相比,Q3美国市场HPV疫苗同比从2%增长到13%、海外市场同比从-70%回升到-50%。数值看,美国市场Q2时多了9、Q3多了134,海外市场Q2时少了1360、Q3少了690;


这是在Q2中国的总营收

Q3:中国市场份额从去年的10.4%下降到今年的3.4%(三季度只有2.4%),美国本土市场份额从去年的52.0%提高到今年的59.5%.

还有HPV的发货计划:As a result, we will not resume shipments to China through at least the end of this year,全年展望:Overall, we expect fullyear growth for GARDASIL excluding China.
