科伦博泰生物-B年报点评:商业化高歌猛进,看好靓丽数据催化

华泰证券
31 Mar

公司公告2024年收入19.3亿元(+25.5%yoy),年度亏损2.67亿元(同比减亏53.5%,扣除股权激励后减亏73.7%),收入/利润亮眼主因:1)收入端SKB26424年贡献5170万元销售额,BD/研发服务相关收入18.8亿元;2)支出端,行政开支因无上市相关支出显著降低。展望25年,我们看好年内SKB264销售亮眼(25年有望冲击10亿元销售收入),ASCO有望披露EGFRmt ...

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