百济神州(06160)今日在港股盘中大幅下跌7.46%,引发市场关注。根据最新消息:
一、公司未公布2025年收入按产品的具体指引,但其主要产品百悦泽在美国和全球市场份额仍在持续增长。百悦泽在美国一线和二线慢性淋巴细胞白血病治疗领域为市场领导地位,新患者市占率超过50%,对手产品疗效和安全性表现亦较为优异。
二、百济神州新药Sonrotoclax用于治疗新诊断慢性淋巴细胞白血病的3期临床研究已完成全球入组,计划于2025年下半年基于复发或难治的适应症递交加速审批申请。此外,CDK4抑制剂BGB-43395有望于年内披露关键性数据。
三、公司目前正面临Pharmacyclics公司对其专利纠纷,预计12个月内将有裁决结果。知识产权纠纷可能对公司经营带来一定影响,需持续关注后续进展。
百济神州在细分市场保持领先优势且新药研发取得进展,为未来增长奠定基础。但由于缺乏2025年业绩指引及专利纠纷导致股价承压。投资者可持续关注公司在研产品进展及相关法律风险的影响。
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