再鼎医药(9688.HK):全年收入强劲增长 盈利拐点可期

中信建投证券
11 Mar

核心观点再鼎医药公布2024 年业绩,全年收入同比增长50%,其中艾加莫德收入9360 万美金,略超市场预期。公司给出2025年收入目标即全年总收入达5.6-5.9 亿美元,且有望在2025Q4实现现金层面盈亏平衡。2025 年重点关注:(1)ZL-1310 (DLL3ADC)治疗二线及以上小细胞肺癌一期临床数据读出;(2)贝玛妥珠单抗 (FGFR2b)治疗一线胃癌三期临床数据读出;(3)治疗...

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