金吾财讯 | 富瑞发表报告指，百济神州(ONC)去年业绩强劲，尽管投资者对处方数据差异存在讨论，Brukinsa表现依然超出市场预期，第四季收入8.28亿美元，全年收入达26亿美元，按年增105%，净定价保持稳定。公司对2025年提供指引，料全年收入达49亿美元至53亿美元，即按年增29％至39%，并重申2025年达到经营收入收支平衡的目标。该行表示，下一步将关注即将到来的ASCO更新(CDK4、CDK2、B7H4相关进展)。该行将百济神州目标价由286美元上调至308美元，维持“买入”评级。
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