《大行》高盛：百济神州(06160.HK)在慢性淋巴细胞白血病领域领导地位有望进一步巩固

阿斯达克财经

05-12

高盛发表报告，指出关于BTK抑制剂(BTKi)领导地位的争论，随着在百悦泽获得美国市场冠军下逐渐平息，投资者焦点正转向BTK抑制剂尚未满足的需求，例如更深且持久的疗效。这可通过添加基于BCL2抑制剂的治疗方案和BTK降解剂有效解决。
该行认为，百济神州在慢性淋巴细胞白血病(CLL)领域的领导地位有望进一步巩固，其BTK/BCL2产品组合，包括BCL2抑制剂具颠覆一线CLL治疗模式的巨大潜力，以及BTK降解剂初步反应数据令人鼓舞，且耐受性良好。基于相关乐观看法，对百济神州(06160.HK) (ONC.US) 美国预托证券(ADR)及A股(688235.SH) 目标价上调至352.98美元及295.09元人民币，投资评级“买入”。

高盛预测，该药物组合2035年经风险调整的销售额为88亿美元，高于之前估算的72亿美元。(fc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-09 16:25。) (A股报价延迟最少十五分钟。) (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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HK) is expected to further consolidate its leadership position in the field of chronic lymphocytic leukemia","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688235":1,"06160":1},"content_text":"高盛发表报告，指出关于BTK抑制剂(BTKi)领导地位的争论，随着在百悦泽获得美国市场冠军下逐渐平息，投资者焦点正转向BTK抑制剂尚未满足的需求，例如更深且持久的疗效。这可通过添加基于BCL2抑制剂的治疗方案和BTK降解剂有效解决。该行认为，百济神州在慢性淋巴细胞白血病(CLL)领域的领导地位有望进一步巩固，其BTK/BCL2产品组合，包括BCL2抑制剂具颠覆一线CLL治疗模式的巨大潜力，以及BTK降解剂初步反应数据令人鼓舞，且耐受性良好。基于相关乐观看法，对百济神州(06160.HK) (ONC.US)  美国预托证券(ADR)及A股(688235.SH) 目标价上调至352.98美元及295.09元人民币，投资评级“买入”。高盛预测，该药物组合2035年经风险调整的销售额为88亿美元，高于之前估算的72亿美元。(fc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-09 16:25。) (A股报价延迟最少十五分钟。) (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。)AASTOCKS新闻","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"code":"91000000","status":"200"}}}