野村发表报告，将百济神州(06160.HK) 2025财年和2026财年销售预测分别上调9.1%，至51亿美元和58亿美元，基于管理层提供更高的增长展望。同时相应调整同期盈利预测，分别为下跌0.6%和增长20.4%。该行重申百济神州“买入”评级，目标价从188.53元上调至206.6港元。
报告指，百济神州管理层指对zanubrutinib的竞争优势充满信心，因此对其在2025财年的销售前景充满信心。虽然没有提供个别产品的指引，但该行认为在美国市场zanubrutinib仍是主要的增长贡献者，同时欧盟市场的销售量也会提升。该行对于这两个市场预测药物销售额分别为29亿美元和5.33亿美元，分别按年增长45%和48%。至于tislelizumab，认为中国仍是其主要市场，预测销售额为6.98亿美元，按年增长为12%。(ha/k)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-28 16:25。)
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