研报掘金丨中信建投:百济神州收入持续增长,BTK海外放量超预期,维持“买入”评级

格隆汇
04 Mar

中信建投证券研报指出,百济神州-U(688235.SH)2024全年收入持续增长,经调整利润首次转正。百悦泽在美国和欧洲销售额大幅增长,此外公司血液瘤和实体瘤临床稳步推进。基于当前业务发展态势,公司对2025年业绩作出积极展望:预计全年营业收入将达352亿至381亿元,增长动能主要来自百悦泽。泽布替尼作为目前增长的主要动力,百济神州的多款储备管线也在快速推进,预计2025年将有5款潜在重磅产品完成...

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