智通财经APP获悉，百济神州(06160)早盘涨超7%，截至发稿，涨6.24%，报139.6港元，成交额1.48亿港元。
大和发表报告指，预计在泽布替尼(BRUKINSA)销售带动下，百济神州去年第四季营收按年增长65%至10.45亿美元。该行上调对Brukinsa预测，2025和2026年营收预测各升7%/4%至35亿美元/42亿美元，主要是由于其在美国和欧洲的销售额增加，以及其在全球布鲁顿氏酪氨酸激酶(BTK)市场的一流的产品和持续的市场占有率提升。
国泰君安此前指出，百济神州泽布替尼高速放量，2025年预计迎来扭亏节点。2023年前三季度泽布替尼销售收入达18.2亿美元，同比+107%，在美国CLL新患中的市场份额已超过竞品伊布替尼、阿卡替尼，位列第一，后续有望在患者的持续滚动积累下维持高速放量趋势；2025年，公司有望实现GAAP经营利润盈亏平衡。另外，公司多款自研产品步入密集收获期。考虑到公司核心产品在欧美放量加速，扭亏节点临近，维持“增持”评级。
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