智通财经APP获悉，诺诚健华(09969)再涨超5%，截至发稿，涨5.44%，报10.46港元，成交额2206万港元。
消息面上，2025第一季度，诺诚健华实现营收3.81亿元，同比增长129.92%，环比增长22.32%；归母净利润1797万元，扣非归母净利润159万元，单季度实现盈利。公司核心产品奥布替尼增长强劲，2024年实现销售收入约10.00亿元，同比增长49.14%；2025Q1实现销售收入3.11亿元，同比增长89.22%。
浦银国际指出，奥布替尼一季度销售好于预期。考虑到一季度季节性，该行认为正向环比增速显示出积极的商业化进展。管理层表示，奥布替尼强劲增长主要受益于独家适应症MZL持续放量推动、r/r CLL/SLL市场份额提升以及DOT延长。基于一季度好于预期的销售表现，管理层将全年奥布替尼收入增速从原先的30% YoY上调至35% YoY，公司预计MZL对整体奥布替尼收入贡献占比由2024年30%提升至2025年的50%。
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