智通财经APP获悉，百济神州(06160)盘中涨近3%，截至发稿，涨2.29%，报120.5港元，成交额1.4亿港元。
消息面上，11月19日，据CDE网站显示，百济神州申报的1类新药BGB-58067片获得临床试验默示许可，拟开发治疗晚期实体瘤患者。根据百济神州公开资料，BGB-58067是一款PRMT5抑制剂，为百济神州未来的核心项目之一。根据CDE官网查询，这是该产品首次在中国获批临床。
交银国际发布研报指出，基于3Q业绩以及持续强劲的产品放量趋势，上调2024-26年收入预测6-7%，同时上调泽布替尼峰值销售预测4%至54亿。该行表示，未来12个月重点关注：1)替雷利珠1LESCC、1LGC等更多适应症在欧美等核心发达国家市场获批、I/O组合疗法(替雷利珠联合OX40、LAG3等)数据读出；2)Bcl-2抑制剂sonrotoclax 1H25启动两项III期研究(R/RCLL和R/RMCL)、更多适应症初步数据读出；3)BTK降解剂1H25启动首个III期临床(R/RCLL)；4)更多实体瘤候选药物分子进入临床阶段：今年已有8个进入临床，预计年底前还将有4个。
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