智通财经APP获悉，百济神州(06160)午前涨近3%，截至发稿，涨2.82%，报120.5港元，成交额9003.17万港元。
消息面上，近日，多家创新药上市公司披露中报，营收和利润均实现较高增长，其背后主要受益于主营药品快速放量带动高增长，尤其是有的企业在海外市场取得重大突破，单是美国市场销售额就已经接近60亿元。
汇丰研究发布研报指出，百济神州BTK抑制剂产品海外销售进展良好，第二季BTK销售额按年增长107%至6.37亿美元，超出市场预期，当中核心产品“泽布替尼”在美国的销售额达到4.79亿美元，按年增长114%，按季亦增长37%，相信主要来自于适应症增加带动美国市场占有率提升。
该行续指，公司估值具有吸引力，因为其BTK产品市占率正不断提升，由于治疗时间较长，长远为销售高峰带来动力，预期下一个潜在增长动力将是BCL-2抑制剂及抗体偶联药物(ADC)的发展。
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