金吾财讯 | 中泰证券发研指，荣昌生物(09995)第三季度营业收入4.7亿元，较上年同期增长+34.6%；2024年1-9月营业总收入12.1亿元，较上年同期增长57.10%；第三季度净利润亏损2.9亿元，较第二季度环比减少亏损32.6%。该行指，泰它西普、维迪西妥单抗高质量学术研究结果持续在国际学会、期刊发表，循证医学依据积累促进两大单品持续在国内放量，前三季度收入稳健高速增长，符合预期。2024年1-9月产品销售费率51.5%，较上年同期下降18.6个百分点；第三季度研发投入3.5亿元，较第二季度环比下降26.9%；2024年1-9月毛利率79.8%，较上年同期提高2.9个百分点，盈利能力持续向好，各项开支有效优化。该行预计2024-2026年营收分别为16.1/21.7/28.8亿元，公司三季报盈利能力同比及环比明显提升，同时重点产品海外临床研究持续推进有利于国际化，维持“增持”评级。
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