太平洋给予诺诚健华买入评级,2025Q1实现盈利,2025H2关注AML、SLE数据

每日经济新闻
20 May

太平洋05月20日发布研报称,给予诺诚健华(688428.SH,最新价:22.27元)买入评级。评级理由主要包括:1)奥布替尼同比增长89%,2025年第一季度实现盈利;2)肿瘤和自免管线推进多项注册临床,预计年内启动2项海外3期PMS临床研究;3)未来12个月内公司催化剂丰富,SLE和AML数据值得关注。风险提示:研发或销售不及预期风险,行业政策风险。(文章来源:每日经济新闻)

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