智通财经APP获悉，交银国际发布研报称，维持百济神州(06160)“买入”评级，上调美股、港股及A股目标价至348美元、208.8港元及289.22元人民币。公司指引2025全年收入49至53亿美元，GAAP经营费用41至44亿美元，毛利率在80至90%的中位区间，GAAP经营利润和经营活动现金流为正。
交银国际发表报告指出，百济神州核心产品快速放量，泽布替尼美国新患份额跃居第一。去年第四季销售收入11.18亿美元，同比增长77%，包括泽布替尼8.28亿美元，按季增20%，其中美国销售6.16亿美元，按季增22%。该行上调公司2025和2026年收入预测分别至51亿和62亿美元、泽布替尼全球高峰销售预测至69亿美元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.