美股詳情

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百濟神州

230.98

+2.841.24%

盤後：229.75-1.0150-0.44%17:21 EDT

成交量：51.99萬

成交額：1.20億

市值：248.81億

市盈率：-37.72

高：234.15

開：229.30

低：227.40

收：228.14

資料載入中...

總覽公司新聞公告

研報掘金丨中信建投：百濟神州收入持續增長，BTK海外放量超預期，維持“買入”評級

交銀國際：維持百濟神州(06160)“買入”評級上調目標價至208.8港元

8年狂砸700億搞研發，百濟神州亟需盈利“補現”？

交銀國際：百濟神州指引今年經營利潤轉正，維持“買入”評級。

交銀國際：百濟神州指引今年經營利潤轉正維持“買入”評級

交銀國際：升百濟神州目標價至208.8港元維持買入評級

【大行評級｜高盛：上調百濟神州目標價至339.05美元上調今明兩年每股盈測】高盛發表研究報告，基於百濟神州去年第四季業績及管理層對2025年的指引，將2025至2026年每股盈利預測從0.1美元及2.36美元，上調為0.62美元及3.18美元，維持“買入”評級，並將美股目標價從319.76美元上調至339.05美元。該行指出，百濟神州在變革性商業合作、銷售和研發方面都有出色紀錄，認為該公司百濟神州良好的發展條件。

野村：重申百濟神州“買入”評級升目標價至206.6港元

【券商聚焦】交銀國際維持百濟神州(06160)買入評級指其核心產品快速放量

百濟神州因購股權獲行使而發行253.35萬股

百濟神州(06160)因購股權獲行使而發行253.35萬股

明年還要花300億！百濟神州“豪賭”突進

百濟神州2024年業績解析：創新藥驅動高增長，全球化戰略重塑競爭格局

大華繼顯：升百濟神州目標價至220港元上財年業績勝預期

百濟神州：2024 年產品收入高速增長扭虧在望

百濟神州：摩通上調目標價至 311 港元增持

大行評級｜摩根大通：上調百濟神州目標價至311港元去年第四季業績表現向好

【券商聚焦】浦銀國際維持百濟神州(06160)“買入”評級指收入增速超預期或進一步提振市場對公司股票的情緒

【券商聚焦】美銀證券升百濟神州(06160)至“買入”評級指其布魯頓酪氨酸激酶抑制劑在美銷售增長強勁

百濟神州根據股權計劃發行普通股47.98萬股

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14:43","pubTimestamp":1741070634,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，交银国际发布研报称，维持百济神州“买入”评级，上调美股、港股及A股目标价至348美元、208.8港元及289.22元人民币。交银国际发表报告指出，百济神州核心产品快速放量，泽布替尼美国新患份额跃居第一。去年第四季销售收入11.18亿美元，同比增长77%，包括泽布替尼8.28亿美元，按季增20%，其中美国销售6.16亿美元，按季增22%。该行上调公司2025和2026年收入预测分别至51亿和62亿美元、泽布替尼全球高峰销售预测至69亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1257404.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["06160","ONC","688235"],"gpt_icon":0},{"id":"2516648843","title":"8年狂砸700億搞研發，百濟神州亟需盈利“補現”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2516648843","media":"投资时报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516648843?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 14:42","pubTimestamp":1741070528,"startTime":"0","endTime":"0","summary":"2月27日晚间，百济神州发布2024年业绩快报。由于长年亏损，百济神州的现金及现金等价物指标持续下降，未来或仍需融资解决经营现金需求问题。截至2024年6月末，百济神州短期借款为58.71亿元、长期借款为13.48亿元，合计为72.19亿元。Wind数据显示，2021年至2023年，百济神州期末现金及现金等价物余额分别为258.75亿元、201.11亿元、150.38亿元，截至2024年第三季度末进一步下滑至121.80亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250304144419989b1805&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:27","pubTimestamp":1741069677,"startTime":"0","endTime":"0","summary":"交银国际：百济神州指引今年经营利润转正，维持“买入”评级。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/03/04142748505300.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["06160","ONC","688235"],"gpt_icon":0},{"id":"2516617788","title":"交銀國際：百濟神州指引今年經營利潤轉正維持“買入”評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2516617788","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516617788?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 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維持買入評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2516697852","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516697852?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 10:25","pubTimestamp":1741055132,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["BK4139","BK1161","LU0307460666.USD","688235","06160","LU1969619763.USD","BK0239","BK4023","BK4134","ONC","BK1583","LU2328871848.SGD","LU1169589451.USD","LU1169590202.USD","LU0588546209.SGD","BK1500","III","BK1588","PD","159399"],"gpt_icon":0},{"id":"2516769791","title":"【大行評級｜高盛：上調百濟神州目標價至339.05美元 上調今明兩年每股盈測】高盛發表研究報告，基於百濟神州去年第四季業績及管理層對2025年的指引，將2025至2026年每股盈利預測從0.1美元及2.36美元，上調為0.62美元及3.18美元，維持“買入”評級，並將美股目標價從319.76美元上調至339.05美元。該行指出，百濟神州在變革性商業合作、銷售和研發方面都有出色紀錄，認為該公司百濟神州良好的發展條件。","url":"https://stock-news.laohu8.com/highlight/detail?id=2516769791","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516769791?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 10:25","pubTimestamp":1741055108,"startTime":"0","endTime":"0","summary":"高盛发表研究报告，基于百济神州去年第四季业绩及管理层对2025年的指引，将2025至2026年每股盈利预测从0.1美元及2.36美元，上调为0.62美元及3.18美元，维持“买入”评级，并将美股目标价从319.76美元上调至339.05美元。该行指出，百济神州在变革性商业合作、销售和研发方面都有出色纪录，认为该公司百济神州良好的发展条件。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/03/04102548503204.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["ONC","06160","688235"],"gpt_icon":0},{"id":"2516694930","title":"野村：重申百濟神州“買入”評級 升目標價至206.6港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2516694930","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516694930?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 09:54","pubTimestamp":1741053240,"startTime":"0","endTime":"0","summary":"　　野村发布研报称，重申百济神州“买入”评级，将目标价上调9.6%，从188.53港元上调至206.6港元。受惠于管理层提供的更高增长指引，该行上调2025和2026财年销售额预测9.1%，分别至51亿和81亿美元，下调2025财年盈利预测0.6%，上调2026年盈利预测20.4%。　　野村指出，管理层对于旗下药物泽布替尼的竞争优势及2025财年的销售充满信心。虽然管理层没有提供具体产品的细节，但野村认为，美国市场的zanubrutinib仍然是主要的增长动力，同时欧盟的销售也在增长。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/tob/2025-03-04/doc-inenmxpv5658423.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["ONC","688235","06160"],"gpt_icon":0},{"id":"2516907696","title":"【券商聚焦】交銀國際維持百濟神州(06160)買入評級 指其核心產品快速放量","url":"https://stock-news.laohu8.com/highlight/detail?id=2516907696","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516907696?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 09:09","pubTimestamp":1741050592,"startTime":"0","endTime":"0","summary":"金吾财讯 | 交银国际发研报指，百济神州 核心产品快速放量，泽布替尼美国新患份额跃居第一：4Q24销售收入11.18亿美元，包括：1）泽布替尼8.28亿美元，其中美国4Q24销售6.16亿美元，受益于泽布替尼4Q24新患份额超过阿卡替尼至全美第一。全年经调整经营利润转正至4,536万美元。该行上调2025/26年收入预测至51亿/62亿美元、泽布替尼全球峰值销售预测至69亿美元。上调美股/港股/A股目标价至348.00美元/208.80港元/289.22元人民币，维持买入评级。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954258","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["688235","06160","ONC"],"gpt_icon":0},{"id":"2516693641","title":"百濟神州因購股權獲行使而發行253.35萬股","url":"https://stock-news.laohu8.com/highlight/detail?id=2516693641","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516693641?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 08:15","pubTimestamp":1741047300,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　百济神州（06160）发布公告，因一名董事于2025年3月3日行使购股权而发行普通股253.35万股。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-03-04/doc-inenmxpt8837508.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1161","LU0588546209.SGD","06160","BK1583","BK1500","688235","BK4139","BK0239","LU0307460666.USD","LU1969619763.USD","LU2328871848.SGD","BK1588","ONC"],"gpt_icon":0},{"id":"2516966028","title":"百濟神州(06160)因購股權獲行使而發行253.35萬股","url":"https://stock-news.laohu8.com/highlight/detail?id=2516966028","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516966028?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 07:52","pubTimestamp":1741045963,"startTime":"0","endTime":"0","summary":"智通财经APP讯，百济神州(06160)发布公告，因一名董事于2025年3月3日行使购股权而发行普通股253.35万股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1257258.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2328871848.SGD","LU0307460666.USD","LU0588546209.SGD","LU1969619763.USD","BK1583","BK1500","BK1161","06160","BK1588","ONC","BK4139","688235","BK0239"],"gpt_icon":0},{"id":"2516639955","title":"明年還要花300億！百濟神州“豪賭”突進","url":"https://stock-news.laohu8.com/highlight/detail?id=2516639955","media":"健识局","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516639955?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 21:39","pubTimestamp":1741009180,"startTime":"0","endTime":"0","summary":"超越 恒瑞医药 登顶A股药企市值榜首后， 百济神州 又发布了2024年财报。营收快速增长，使百济神州的经营亏损显著收窄。2025年，百济神州归属于母公司所有者的净亏损49.78亿元。两款重磅炸弹收入暴增产品收入再创新高，对百济神州而言并不意外。百济神州认为，泽布替尼的安全性和有效性是同类最佳。2024年，百济神州中国区营收比重有所下降，由2023年的44.8%降至2024年的37%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250303215039abe62704&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250303215039abe62704&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["688235","BK0239","ONC","06160"],"gpt_icon":0},{"id":"2516685003","title":"百濟神州2024年業績解析：創新藥驅動高增長，全球化戰略重塑競爭格局","url":"https://stock-news.laohu8.com/highlight/detail?id=2516685003","media":"新浪证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516685003?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 18:01","pubTimestamp":1740996060,"startTime":"0","endTime":"0","summary":"百悦泽是百济神州的核心增长引擎，2024年全球销售额达188.59亿元，同比增长106.4%，其中美国市场贡献138.90亿元，同比增长107.5%28。2024年，百悦泽在美国新增CLL患者中的使用率已超过伊布替尼，且在欧洲纳入多国医保后，市场渗透率持续提升。百济神州预计2025年营收将达352-381亿元，同比增长29%-40%，其中百悦泽在欧洲、亚太等新兴市场的放量是关键驱动力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503031801499899bdc5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503031801499899bdc5&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK0239","688235","ONC","159992","06160"],"gpt_icon":0},{"id":"2516506979","title":"大華繼顯：升百濟神州目標價至220港元 上財年業績勝預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2516506979","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516506979?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 15:47","pubTimestamp":1740988023,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["06160","BK1588","BK4139","LU2328871848.SGD","BK1500","LU0307460666.USD","ONC","LU0588546209.SGD","BK1583","BK1161","LU1969619763.USD","688235","BK0239"],"gpt_icon":0},{"id":"2516506927","title":"百濟神州：2024 年產品收入高速增長 扭虧在望","url":"https://stock-news.laohu8.com/highlight/detail?id=2516506927","media":"和讯网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516506927?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 15:33","pubTimestamp":1740987225,"startTime":"0","endTime":"0","summary":"百济神州泽布替尼高速放量，美国新患份额跃居第一，研发管线步入加速收获期。公司 2024 年产品收入 37.8 亿美元，同比+72.6%；2024Q4 产品收入 11.2 亿美元，同比+77.3%。随着运营效率提高，产品收入增长超经营费用增长，非 GAAP 准则下 2024 年经营利润 4500 万美元，扭亏为盈；GAAP 准则下经营亏损持续收窄，全年净亏损 5.68 亿美元。考虑产品放量提速，扭亏节点临近，上调 2025/2026 年归母净利润预测为 1.06/6.12 亿美元，新增 2027 年归母净利润预测 11.54 亿美元，维持“增持”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025030315381996372686&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025030315381996372686&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4139","ONC"],"gpt_icon":0},{"id":"2516503532","title":"百濟神州：摩通上調目標價至 311 港元 增持","url":"https://stock-news.laohu8.com/highlight/detail?id=2516503532","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516503532?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 15:03","pubTimestamp":1740985425,"startTime":"0","endTime":"0","summary":"【摩根大通：百济神州肿瘤业务上升，评级“增持”，目标价上调】摩根大通发表报告称，在与百济神州管理层交流和参与业绩电话会议后，更确定其肿瘤学业务快速上升。去年第四季业绩向好，收入年增约 35%，主因泽布替尼销售强劲及产品管线研发进度快。 该行预测，若 2025 年公司研发管线多个项目更新研究进展，可降临床风险及提升价值，推动股价上升，预计市场普遍预期将向上修正。摩通认为百济神州今年或录得美国通用会计原准则下的经营利润，已获批产品能提供估值支持。 摩根大通给予百济神州“增持”评级，目标价从 234 港元上调至 311 港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025030315085196371ca9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025030315085196371ca9&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["688235","ONC","06160"],"gpt_icon":0},{"id":"2516508995","title":"大行評級｜摩根大通：上調百濟神州目標價至311港元 去年第四季業績表現向好","url":"https://stock-news.laohu8.com/highlight/detail?id=2516508995","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516508995?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 14:46","pubTimestamp":1740984397,"startTime":"0","endTime":"0","summary":"摩根大通发表报告指，近日与百济神州管理层交流以及参与业绩电话会议后，更确信其肿瘤学业务正处于快速上升轨道。去年第四季业绩表现向好，收入按年增长约35%，主要来自于泽布替尼销售势头强劲，以及产品管线研发进度迅速的带动。该行目前预测，若2025年公司研发管线多个项目更新研究进展，可降低临床风险及提升价值，将动股价上升，预计市场普遍预期将向上修正。摩通认为百济神州正处于一个关键转折点，预测今年可录得美国通用会计原准则下的经营利润，除现有研发管线外，已获批产品亦可提供估值支持，给予“增持”评级，目标价从234港元上调至311港元。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/03/03144648481041.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["ONC","06160","688235"],"gpt_icon":0},{"id":"2516577648","title":"【券商聚焦】浦銀國際維持百濟神州(06160)“買入”評級 指收入增速超預期或進一步提振市場對公司股票的情緒","url":"https://stock-news.laohu8.com/highlight/detail?id=2516577648","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516577648?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 14:00","pubTimestamp":1740981601,"startTime":"0","endTime":"0","summary":"金吾财讯 | 浦银国际发研报指，百济神州 4Q24公司产品收入达到11.18亿美元，大致符合VisibleAlpha一致预期和该行预期，其中泽布替尼销售好于VA和该行预期；净亏损为1.52亿美元，符合该行预期，尽管略高于VA预期。百济连续三个季度实现经调整NON-GAAPOP，4Q24实现7,860万美元盈利，在2Q/3Q24基础上进一步提升，符合该行预期。该行认为，超出市场预期的强劲收入增速显示出百济强大的海外商业化能力，有助于在目前乐观市场行情背景下进一步提振投资者对于公司股票的情绪。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954215","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["688235","ONC","06160"],"gpt_icon":0},{"id":"2516735115","title":"【券商聚焦】美銀證券升百濟神州(06160)至“買入”評級 指其布魯頓酪氨酸激酶抑制劑在美銷售增長強勁","url":"https://stock-news.laohu8.com/highlight/detail?id=2516735115","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516735115?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 11:06","pubTimestamp":1740971210,"startTime":"0","endTime":"0","summary":"金吾财讯 | 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