智通财经APP获悉，荃信生物-B(02509)涨超8%，截至发稿，涨7.22%，报20.78港元，成交额1018.11万港元。
消息面上，荃信生物2025年业绩显示，公司实现收入约8.07亿元，同比增长约4.08倍；毛利约7.14亿元，同比增长约6.75倍；年内溢利3.07亿元，经调整年内溢利约3.56亿元，同比扭亏为盈。值得一提的是，公司此前在业绩发布会指出，今年预计赛乐信®的销售额约为5亿元。公司相关收入主要分为两部分：一是产品供应收入，二是销售税前利润分成，两者合计预计可为公司贡献收入约6000-7000万元。此外，赛乐信®的克罗恩病（CD）适应症预计今年上半年获批，也能带来销售增量。
中邮证券认为，公司是国内自免创新药的佼佼者，公司的成熟管线逐步迈入兑现期提升造血能力，创新性管线出海授权陆续达成，为公司稳健经营提供进一步的保证。管线授权海外巨头借力出海全球市场。华创证券则表示，长效双抗产品海外授权密集落地，商业化合作有望驱动单抗管线价值最大化，看好公司进一步夯实自免领域的竞争壁垒。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.