中金的研究报告指，再鼎医药(09688.HK) 去年业绩稍微胜过该行预期，主要得益于艾加莫德(Efgartigimod)收入高企。公司为今年表现提供指引，收入达5.6亿美元至5.9亿美元，目标非通用会计准则经营盈利在今年第四季收支平衡，超该行预期。
中金指，留意到公司在今明两年有大量的催化剂，料今年上半年会就ZL-1310公布更多数据，另预期会在上半年就Bemarituzumab递交内地上市申请。至于KarXT，该行料在明年开始商业化。
基于Efgartigimod的增长高企，该行调整公司今年盈利预测，由亏损1.97亿美元收窄至1.8亿美元，升港股目标价22.5%至34.41元，维持评级“跑赢大市”。(vc/k)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-04 12:25。)
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