《大行》高盛:百济神州(06160.HK)在慢性淋巴细胞白血病领域领导地位有望进一步巩固

阿斯达克财经
May 12, 2025

高盛发表报告,指出关于BTK抑制剂(BTKi)领导地位的争论,随着在百悦泽获得美国市场冠军下逐渐平息,投资者焦点正转向BTK抑制剂尚未满足的需求,例如更深且持久的疗效。这可通过添加基于BCL2抑制剂的治疗方案和BTK降解剂有效解决。该行认为,百济神州在慢性淋巴细胞白血病(CLL)领域的领导地位有望进一步巩固,其BTK/BCL2产品组合,包括BCL2抑制剂具颠覆一线CLL治疗模式的巨大潜力,以及...

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