和黄医药(HCM)股价在夜盘交易中大跌6.38%,延续了日间交易的跌势。此前,该公司公布的中期业绩未能达到市场预期,引发投资者担忧。
根据和黄医药发布的2025年上半年财报,公司收入为2.78亿美元,同比下降9.2%,主要受到内地市场销售额下降的影响。尽管公司录得纯利4.55亿美元,同比增长16.6倍,但这主要得益于出售非核心合资股权的一次性收益,而非公司核心业务的改善。
瑞银在最新研究报告中下调了和黄医药的目标价,从37.7港元降至36.9港元,但维持"买入"评级。分析师指出,公司下调了2025年肿瘤类药品收入指引至2.7亿美元至3.5亿美元区间。这一消息进一步打击了投资者信心,导致股价持续下跌。尽管如此,瑞银仍然看好公司未来的发展前景,认为公司可能迎来多个潜在的催化剂,包括部分候选产品有望纳入国家医保目录,以及新药获批等利好因素。
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