智通财经APP获悉，翰森制药(03692)绩后涨超4%，截至发稿，涨4.48%，报21港元，成交额7393.13万港元。
消息面上，3月21日，翰森制药发布截至2024年12月31日止年度业绩，该集团取得收入人民币122.61亿元(单位下同)，同比增加21.35%；母公司拥有人应占溢利43.72亿元，同比增加33.39%；每股基本盈利0.74元，拟派发末期股息每股13.53港仙。截至2024年12月31日止年度，创新药与合作产品销售收入约94.77亿元，占收入比例约77.3%，已成为驱动本公司业绩可持续增长的核心动力。
中金发布研报称，公司业绩高于该行预期，主因产品对外授权的首付款记账以及阿美乐销售高速放量。公司核心产品阿美乐用于III期不可切NSCLC患者在同步放疗之后的维持治疗已于2025年3月获批上市，该产品另有两项适应症(辅助治疗NSCLC、联合化疗1L治疗NSCLC)仍处于NDA阶段，该行预计其分别有望于1H25和2H25获批上市，建议关注适应症拓展和医保谈判情况。
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