【券商聚焦】中金维持百济神州“跑赢行业”评级 对今年公司顺利完成全年指引持乐观态度

金吾财讯
May 14, 2025

金吾财讯 | 中金研报指出,百济神州(ONC)1Q25收入11.17 亿美元,同比增长49%,其中产品收入11.09亿美元,同比增长48%,GAAP净利润127万美元,收入符合该行预期,扭亏进度超该行预期,主因收入增速明显高于运营费用增长。公司指引25年有望实现收入49-53亿美元,同比增长29%-39%,GAAP经营费用41-44亿美元,25年实现GAAP经营利润转正。该行表示,得益于毛利率提升...

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