和黄医药因下调肿瘤/免疫业务全年收入指引,导致H股今日收跌近16%,美股盘前跌超5.5%。公司上半年综合收入约2.8亿美元,同比跌9%;纯利逾4.5亿美元,同比增16.6倍。然而,肿瘤/免疫业务综合收入为1.4亿美元,同比跌15%。公司将全年收入指引从3.5亿-4.5亿美元下修至2.7亿-3.5亿美元,主要原因是合作伙伴的里程碑收入延后及索乐匹尼布在中国的新药上市申请审评推迟。瑞银研报指出,...
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