金吾财讯 | 百济神州(ONC)盘前涨超2%，截至发稿，报236.96美元。消息面上，海通国际研报指出，1Q25百济神州实现归母净利润127万美元（1Q24亏损2.5亿美元)，首次实现单季度经常性业务盈利（US GAAP 口径）。管理层维持全年49-53亿美元收入指引不变。该行认为百济神州的业绩整体符合预期。海外收入增长拉动公司业绩扭亏。1Q25公司产品收入同比增长48.4%至11.1亿美元，主要得益于泽布替尼的海外销售增长。看好泽布替尼2Q25环比持续增长，泽布替尼距离销售峰值仍有较大空间。维持“优于大市”评级。
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