百济神州前三季度同比转亏为盈,泽布替尼美欧市场放量超预期

老虎资讯综合
Nov 13

11月13日,百济神州涨超6%!前三季度净利润11.39亿元,同比转亏为盈。

11月12日,百济神州发布2025年前三季度业绩,该集团取得营业收入人民币275.95亿元,同比增长44.2%;归属于上市公司股东的净利润为11.39亿元,同比转亏为盈;基本每股收益0.81元。海通国际表示,考虑到百济神州泽布替尼在美国和欧洲市场放量超过该行此前预期,上调公司FY25-27营收分别至53亿/64亿/71亿美元,对应三年收入CAGR为23%;此外该行上调FY25-27归母净利润分别至3.6亿/6.6亿/10.5亿美元,以反映公司销售费用和研发费用增长好于该行预期。

海通国际指出,2025年三季度按产品收入来看,泽布替尼(BTK)全球收入10.4亿美元(同比+50.8%,环比+9.6%);其中在美国7.4亿美元(同比+46.7%,环比+8.0%);欧洲1.6亿美元(同比+67.7%,环比+8.4%);中国0.9亿美元(同比+36.3%,环比+11.1%)。该行预计四季度泽布替尼环比有望实现5-10%的增长,2025年泽布替尼全球收入有望超过39亿美元;2.替雷利珠单抗(PD-1)全球收入1.9亿美元(同比+16.7%)。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10