花旗发表研究报告指，百济神州(06160.HK) (ONC.US) 上财季业绩属纪录最佳，产品收入达11亿美元，其中Brukinsa贡献74%，超出该行及市场预期。该行同意百济神州首席执行官所提出为何AMPLIFY可以推动更多患者转向使用Brukinsa。
该行指，公司提出2025年收入指引，料今年收入将攀升至逾50亿美元、扩张Brukinsa应用范围，包括在sonrotoclax和BTK降解剂，进一步强化其在全球慢性淋巴细胞白血病市场的主导地位。另外，拓展肿瘤项目，公司在晚期和早期实体肿瘤领域的布局不断增强，涵盖多个新一代靶点。同时企业重塑与迁址：公司正进行品牌重塑并迁址至对制药公司友好的瑞士巴塞尔，为进一步全球化奠定基础。
花旗指，继续看好公司，将美股目标价由288美元升至345美元，重申评级“买入”。(vc/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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