金吾财讯 | 国信证券发研指，和黄医药(00013)索乐匹尼布在成人ITP患者中的持续应答率达到51.4%且安全性良好，有望成为BIC的Syk抑制剂，根据当前审评进度，该行预计索乐匹尼布将于2025年在中国获批上市；呋喹替尼在今年前三季度在美国实现超2亿美元的销售，并在今年下半年在日本、欧洲获批上市，预计将在明年延续海外销售放量的趋势；赛沃替尼成功完成医保续约，且在SAVANNAH临床中取得积极结果，阿斯利康希望凭借此临床数据向FDA递交上市申请。该行表示，和黄医药的核心产品呋喹替尼正处于海外销售快速放量期，赛沃替尼也有望向FDA递交上市申请，索乐匹尼布临床数据优秀，预计将于2025年获批上市。公司的临床开发与商业化均取得进展，该行维持盈利预测，预计2024-26年公司的营收为6.59/8.18/9.32亿美元，同比增长-21.3%/24.0%/14.0%，归母净利润为-0.12/0.61/1.08亿美元，维持“优于大市”评级。
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