智通财经APP获悉，百奥赛图-B(02315)涨超8%，截至发稿，涨8.15%，报48.86港元，成交额1920.34万港元。
消息面上，近日，百奥赛图-B发布2025年度业绩快报，预计集团2025年营业收入约为13.79亿元(人民币，下同)同比增长40.63%；实现归属于本公司所有者的净利润人民币1.73亿元，同比增长416.37%；实现归属于本公司所有者的扣除非经常性损益的净利润人民币1.16亿元，同比增长405.39%。报告期内，公司坚持以创新驱动业绩增长的战略，通过持续高强度研发投入构筑核心技术壁垒，保障业务可以稳定在高毛利水平。
国联民生证券指出，截至2025上半年，公司已与约120家药企累计签署约280项药物合作开发/授权/转让协议，其中25H1新增约80项协议。2026年2月，公司授权IDEAYA的B7H3/PTK7 ADC候选药物IDE034完成1期临床试验首例患者入组，IDEAYA将向公司支付500万美元里程碑付款，该合作总额最高达4.065亿美元。该行认为，随着授权项目数增加及临床进展推进，抗体开发业务业绩弹性将加速释放，打开公司长期成长空间。
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