金吾财讯 | 和黄医药(00013)震荡扬升，截止发稿，涨3.1%，报21.6港元，成交额1088.08万港元。
西部证券发研报指，呋喹替尼于2023年11月实现美国获批上市后实现快速放量，截至2024年9月的九个月内，武田实现FRUZAQLA净销售额2.03亿美元；后续欧盟、日本等多国陆续获批。赛沃替尼由和黄医药与阿斯利康联合开发，并由阿斯利康负责商业化，全球化临床开发方面，II期研究SAVANNAH数据显示，MET过表达和/或扩增EGFR突变的NSCLC患者中显示出高、具有临床意义且持久的ORR改善，2022年启动SAFFRON全球关键性III期研究顺利推进。
该行预计2024-2026年公司营收分别为6.71/7.61/9.49亿元，同比增长-19.9%/13.4%/24.7%。25年即将迎来业绩收获期，后续临床数据、BD预期等催化剂较多，叠加公司盈亏平衡点将至，向上弹性较大。首次覆盖，给予“买入”评级。
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