金吾财讯 | 百济神州(06160)早盘股价走高，午后有轻微扩大趋势，截至发稿，报141港元，涨7.31%，成交额1.92亿港元。消息面上，预计在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。预计研发成本按年增加10%至5.45亿美元。净亏损料为1.41亿美元，较去年第三季净亏损1.21亿美元扩大。大和上调对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。维持对该股“买入”评级，目标价由162港元升至170港元。
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