再鼎医药(9688.HK):迈入催化剂密集的转型之年

浦银国际
Feb 10, 2025

我们预测公司4Q24/2024 年分别有望实现1.04 亿/3.94 亿美元产品净收入,艾加莫德2024 年全年有望实现9,100 万美元收入。2025 年是公司转型之年,公司维持2025 年底实现盈利的指引,我们建议重点关注艾加莫德放量、DLL3 ADC 数据读出及潜在出海授权。维持“买入”评级和目标价。我们预计公司4Q24/2024 年分别有望实现1.04 亿/3.94 亿美元产品收入:基于...

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