智通财经APP获悉，诺诚健华(09969)再涨超11%，截至发稿，涨11.08%，报13.15港元，成交额1.55亿港元。
消息面上，诺诚健华发布盈喜，预计2025年实现收入23.7亿元，同比增长约134%；预计2025年归母净利润首次扭亏为盈，达6.3亿元左右。业绩增长主要因为公司药品收入持续快速增长及BD收入增长。2025年，公司持续推进全球化进程，全年达成两项BD交易。
平安证券表示，公司核心品种奥布替尼稳步放量，围绕血液瘤、自免、实体瘤领域全方位布局，稳步推进在研管线。此外公司积极开展对外合作，2025年达成两项对外授权合作交易，对应首付款及未来里程碑收入确认，上调2025-2027年收入预测至23.71、25.75、27.32亿元，2025-2027年公司收入增速分别为134.9%/8.6%/6.1%，维持“推荐”评级。
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