高盛发表研究报告指,再鼎医药(09688.HK) (ZLAB.US) 2024年第四季销售表现符合预期,收入按年增长66%至1.085亿美元,符合该行预期的1.08亿美元,各项产品收入表现均符合高盛预测,相信公司去年优化商业团队所带来的短期影响已消散,预测2025财年艾加莫德(Efgartigimod)收入将达到10亿元人民币,重申2025年是再鼎医药发展里程碑年,亏损预期将持续收窄,预计至今年第四季可实现盈利,关注bemarituzumab、TIVDAK及Optune等产品的新药上市申请进展,给予“买入”评级。
高盛将再鼎医药2025至2026年每股亏损预测从原先各2美元及0.4美元,调整至每股亏损各1.6美元及0.3美元,H股目标价从40.4港元上调至42.01港元。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-03 12:25。) (美股为即时串流报价; OTC市场股票除外,资料延迟最少15分钟。)
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