推荐逻辑:1)泽布替尼出海标杆,2024 年收入 26 亿美元(+105%),预计全球销售额有望持续增长。2)在研Bcl-2i 和BTK CDAC 于2025 年迎来多项催化事件,未来依托泽布替尼全球商业化渠道,拓宽加深血液瘤市场覆盖。3)早期管线陆续迎来概念验证。在研CDK4i 目标百亿市场,全球进度前二,有望于2025年上半年首次读出概念验证数据。此外PanKRASi、EGFR CDAC、...
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