智通财经APP获悉，金斯瑞生物科技(01548)早盘跌近5%，截至发稿，跌4.4%，报10.44港元，成交额6556.92万港元。
消息面上，金斯瑞生物科技公布传奇生物2024年第三季度业绩，CARVYKTI(西达基奥仑赛；cilta-cel)净贸易销售额约为2.86亿美元，营收同比增长87.6%，环比增长53.2%。合作收入为1.428亿美元，同比增长88.14%，增长主要是由于与杨森协议有关的CARVYKTI销售收入增加。净亏损为1.253亿美元，2023年同期为6220万美元。
值得注意的是，金斯瑞此前发布公告称，传奇生物的财务业绩不再合并入公司财务报表，公司将其视为对联营公司的投资。交银国际指出，会计处理变化在利润端带来正面一次性影响。解除合并传奇后，金斯瑞的经营层面利润将更准确地反映非细胞治疗业务情况。随着2025-26年非细胞业务收入增速复苏至20%左右，扭亏为盈路径将进一步清晰。预计2024年起金斯瑞将全面进入盈利区间。
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