智通财经APP获悉，荣昌生物(09995)涨超6%，截至发稿，涨6.44%，报81.75港元，成交额1.7亿港元。
消息面上，近日，荣昌生物发布2025年度业绩快报，该公司取得营业总收入人民币32.51亿元，同比增加89.36%；归属于母公司所有者的净利润人民币7.09亿元，同比扭亏为盈；基本每股收益人民币1.29元。公告称，营业收入增加主要是由于注射用泰它西普和注射用维迪西妥单抗销量增加，销售收入增加；此外，公司授予Vor Biopharma Inc.泰它西普除大中华区以外全球范围内的独家开发与商业化权利，技术授权收入大幅增加。
野村发布研报预测，料荣昌生物今年毛利率按年升5.4个百分点至94.4%，主要受惠药品毛利率提升及高毛利合作收入占比增加。因现金储备显著增加，公司营运支出将按年升28%至35亿元人民币，扭转去年成本节约趋势。具体而言，研发支出与销售费用料各为16亿元人民币，用于赞助新分子研发与临床试验，以及提升药物销售。
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