【建银国际:降百济神州目标价至140港元 料次季度业绩稳定】金十数据7月23日讯,建银国际发表报告,预计百济神州(06160.HK)次季度业绩稳定,GAAP净亏损将由首季2.51亿美元收窄至1.87亿美元。由于其BTK药物(Brukinsa)正将血癌相关适应症的覆盖范围扩大至更多海外国家,该行预测Brukinsa于第二季的销售额将按年增加88%或按季增加19%至5.79亿美元。与此同时,公司PD-1生物药(Tyvyt)预计将继续依赖在中国的销售额。建银国际指,由于主要药物的销售有望上升,估计百济神州第二季总收入为8.52亿美元,按年增加43%或按季增加13%。H股目标价由148港元下调至140港元。维持“跑赢大市”评级。
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