智通财经APP获悉，云顶新耀-B(01952)早盘涨超6%，截至发稿，涨4.01%，报55.7港元，成交额1.22亿港元。
消息面上，云顶新耀近日发布2024年全年业绩，收益7.07亿元人民币，同比增加461.16%；毛利5.27亿元，同比增加475.72%。高盛表示，云顶新耀去年达到销售指引，预期今年现金达收支平衡。管理层强调在2030年可从4个商业化及晚期资产录得100亿元人民币销售高峰。该行指出，耐赋康今年的销售表现，对此100亿元人民币目标的整体展开有重大的影响。
西部证券指出，耐赋康2025年1月1日正式执行国家医保新价格。预计将在2025年获得中国国家药品监督管理局(NMPA)完全批准。预计耐赋康将被纳入2025年发布的改善全球预后(KDIGO)2025指南，并被纳入中国首个IgA肾病指南。此外，公司25年多个产品即将迎来催化事件。EVER001等待随访数据，商业化前景可期；头孢吡肟-他尼硼巴坦预计2025年递交大陆复杂性尿路感染适应症新药申请上市；伊曲莫德大湾区已上市，中国NDA已受理。
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