智通财经APP获悉，和誉-B(02256)再涨近9%，绩后累计涨幅接近四成，盘中高见14.65港元再创历史新高。截至发稿，涨8.27%，报14.53港元，成交额7697.68万港元。
消息面上，8月5日，和誉医药发布业绩，今年上半年，公司实现营收6.12亿元，同比增长23%；利润3.28亿元，同比增长59%。中金表示，公司业绩超预期，主要由于默克行权收入超预期。据悉，今年4月，和誉医药宣布默克行使匹米替尼的全球商业化选择权；5月，和誉医药收到了默克的全球商业化选择权行权费8500万美元。
花旗表示，和誉当前估值偏低，基于其2款晚期候选药pimicotinib(匹米替尼)与irpagratinib(依帕戈替尼)都具高度确定性，且差异化创新管线有望实现对外授权。该行预期依帕戈替尼二线肝细胞癌三期临床试验的成功率极高，其估值应被纳入考量因素。花旗认为，和誉在2025及2026年将会有关键催化剂出现，关注其匹米替尼上市审批及商业化表现、依帕戈替尼三期数据公布，以及ABSK043及ABSK061等多项候选药物的数据更新，和潜在的商业合作。
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