里昂发表研究报告指，百济神州(06160.HK) 2024年第四季营收按年增长78%，超出市场普遍预期，主要受到BTK产品强劲的销售势头所推动，期内净亏损收窄至1.52亿美元，展望2025年将是该公司实现经营扭亏的里程碑年，因此重申“跑赢大市”评级，并将H股目标价从156.8元上调至209.8元。
该行认为，管理层首次给出全年经营指引，表明对自身业务发展有了更明确的规划和信心，也将为投资者提供了更清晰的前景展望。
里昂上调百济神州今明两年收入预测分别13.3%及16.8%，升同期盈利预测分别各686.6%及34.8%，反映季绩及最新指引。(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。)
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