智通财经APP获悉，翰森制药(03692)再涨超5%，截至发稿，涨3.81%，报24.5港元，成交额2.7亿港元。
消息面上，翰森制药今日发布年度业绩，24年收入和净利润分别增长21.3%/33.4%至123亿/43.7亿元；全年派息率42%。创新药收入95亿元，其中产品收入约80亿元，同比增长28.5%，对总收入贡献约65%。阿美乐在一线NSCLC纳入医保后快速放量，全年销售额同比增长29%。
摩根士丹利发布研报称，翰森制药去年业绩符预期，但Ameile销售峰值指引上调与今年销售指引带来惊喜，Ameile高峰销售进一步从60亿元人民币上调至80亿元人民币，并设定今年60亿元人民币销售目标，表明该行先前预估有上望空间，且今年增长将加速。该行又指，管理层预计今年产品销售将实现双位数增长，其中创新药将实现25%增长。公司亦迅速向慢性病领域多元化发展，从2027年起将有高价值药物获批。
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