2025年,和黄医药的日子有点苦。在创新药板块一片大好的背景下,和黄医药的股价走得可谓举步维艰。而在2025年中报,和黄医药的业绩惨遭滑铁卢,三款核心产品——呋喹替尼、赛沃替尼和索凡替尼国内销售额均出现下滑,公司不得不下调2025年肿瘤业务收入指引,由年初的3.5-4.5亿美元下调至2.7-3.5亿美元。公司对于下调业绩指引做出了两点解释,第一,来自合作伙伴的里程碑收入延迟至2026年及以后;第二...
Source Link2025年,和黄医药的日子有点苦。在创新药板块一片大好的背景下,和黄医药的股价走得可谓举步维艰。而在2025年中报,和黄医药的业绩惨遭滑铁卢,三款核心产品——呋喹替尼、赛沃替尼和索凡替尼国内销售额均出现下滑,公司不得不下调2025年肿瘤业务收入指引,由年初的3.5-4.5亿美元下调至2.7-3.5亿美元。公司对于下调业绩指引做出了两点解释,第一,来自合作伙伴的里程碑收入延迟至2026年及以后;第二...
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