云顶新耀(1952.HK):2024年实现商业化层面盈利 耐赋康快速渗透目标市场 上调目标价

交银国际
26 Mar

2024 年首次实现商业化层面盈利,2025 年指引高增长:2024 年公司收入7.07 亿元(人民币,下同),同比增长400%以上,符合此前7 亿元的指引,其中耐赋康和依嘉各贡献3.53 亿元。随着耐赋康正式进入医保、单疗程费用降至5 万元以下,患者覆盖和依从性有望显著提升,当前已成功覆盖600-700 家目标医院,有超10,000 名患者正在接受治疗,我们预计2025 全年销售将增至10 亿元...

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