智通财经APP获悉，交银国际发布研报称，维持金斯瑞生物科技(01548)“买入”评级和目标价28.75港元，看好蓬勃和百斯杰迎来新增长拐点、传奇逐步进入盈亏平衡等因素驱动下的估值修复。
报告指，2025年上半年非细胞核心业务有望实现盈利，公司预报2025年上半年经调整除税前利润为 1.75至2.05亿美元，上期亏损1.28亿美元。该行预计公司非细胞核心业务在2025年上半年取得小幅盈利，整体略超该行此前的预期。
该行指，2025年第二季Carvykti销售销售额约4.39亿美元，同比增长136%，按季增长19%，略超该行和市场此前预期。随着欧美新产能落地，该行预计2025年第三季的季度增长有望进一步提速。
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