美银证券报告指，翰森制药(03692.HK) 的阿美替尼(almonertinib)、氟马替尼(flumatinib)、聚乙二醇洛塞那肽(PEG-loxenatide)、艾米替诺福韦片(tenofovir amibufenamide)分别录得销售额2.049亿元人民币、5,190万元人民币、2,000万元人民币和7,280万元人民币，按年变化分别为44.9%、57.4%、-31.0%、28.3%，按月增长分别为16.8%、34.3%、26.2%、30.8%。对于参与集中采购(VBP)的药品，奥氮平(olanzapine)、伊马替尼(imatinib)、培美曲塞(pemetrexed)及硼替佐米(bortezomib)在2025年3月分别录得销售额1,040万元人民币、750万元人民币、760万元人民币、70万元人民币，按年变化分别为-8.7%、21.1%、-22.1%、2.1%，按月变化分别为7.7%、40.7%、12.0%、35.4%。由于阿美替尼在1月至3月销售额按年激增64.5%，该行上调其2025、2026及2027年销售预测及总收入预测分别0.5%、1.1%及1.0%。基于强劲的药品销售和研发能力，重申“买入”评级，并将目标价从29.0港元上调至30.5港元。(ad/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-27 16:25。)
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