中金公司研报指出百济神州日前展示了独特的研发战略、领先的血液瘤布局、以及广泛的实体瘤管线。在未来3-6 年公司计划继续在

智通财经
Jul 01, 2025
中金公司研报指出百济神州日前展示了独特的研发战略、领先的血液瘤布局、以及广泛的实体瘤管线。在未来3-6 年公司计划继续在血液瘤和实体瘤领域将8-10 个高度差异化新分子推向临床阶段。在公司全球临床开发能力的助力下相信公司一系列创新战略“快速概念验证”、“去CRO化”、“专有联合疗法”即将进入兑现期。公司首款细胞产品CD19-CAR iγδT有望解决与同种异体CAR-T细胞相关的持久性问题公司预计将于2026年进入临床。该行维持2025年和2026年盈利预测不变。维持“跑赢行业”评级基于DCF模型维持A/H/US股目标价280元/198港币/332美元。

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