中金发表研报指,百济神州(06160.HK) (BGNE.US)2024财年收入38.1亿美元(下同),其中产品收入37.8亿元,归母净亏损6.4亿元,业绩略胜该行预期。公司管理层指引2025财年有望实现收入介乎49至53亿元,并实现通用会计准则经营利润转正,经营活动产生正现金流,同样超出该行预期。
中金表示,由于泽布替尼放量超预期,故上调百济神州2025财年盈利预测由亏损1.01亿元至盈利0.53亿元,上调2026财年盈利预测10%至4.05亿元。该行将百济神州H股目标价上调7.6%至198港元;美股目标价上调7.8%至332美元,维持“跑赢行业”评级。(js/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-28 16:25。) (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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