百濟神州2022第三季度保持強勁增長，產品全球收入近24億元
格隆匯11月9日丨2022年11月9日，百濟神州(納斯達克代碼：BGNE；香港聯交所代碼：06160.HK；上交所代碼：688235.SH)公佈了第三季度美股業績報吿以及A股業績快報。
根據A股業績快報，百濟神州商業化業績持續攀升，第三季度實現營業總收入26.59億元，其中產品收入貢獻了主要增長動能，同比增長92.2%，達23.93億元。2022年前三季度，公司累計產品收入達60.69億元，同比增長114.6%，相較2021年全年的產品總收入40.9億元已取得顯著增長。美股財報顯示，截至三季度末，公司現金、現金等價物、受限資金和短期投資為51億美元，資產流動性充足。
具體來看，百濟神州核心產品BTK抑制劑百悦澤®(澤布替尼)第三季度全球銷售額達到10.65億元。其中，百悦澤®在美銷售額同比增長超兩倍，達7.40億元。在中國，百悦澤®的表現同樣可圈可點，第三季度實現銷售額2.70億元，進一步夯實在國內BTK抑制劑市場的領先地位。
快速增長的商業化成績背後，百悦澤®的國際競爭力正不斷得到認可。2022年10月，在全球3期ALPINE研究終期分析中，經獨立評審委員會(IRC)及研究者評估，百悦澤®力壓億珂®(伊布替尼)，達到無進展生存期(PFS)的優效性結果，成為全球首個且唯一在慢性淋巴細胞白血病(CLL)/小淋巴細胞淋巴瘤(SLL)中，"頭對頭"對比伊布替尼，在ORR、PFS方面均達到優效性的BTK抑制劑，再度力證"同類最優"潛力。根據A股業績公吿，本次PFS終期分析的詳盡數據將在近期舉行的醫學大會進行公佈。
作為百濟神州首款自主研發、在美獲批的全球抗癌新藥，百悦澤®憑藉強勁的產品實力，在市場競爭中成功突圍，全球化佈局遙遙領先。截至2022年第三季度，百悦澤®的商業化版圖已拓展至全球58個市場。百悦澤®在全球範圍內還有40多項藥政申報正在審評中，隨着其在更多適應症和國際市場取得批准，預計未來有望驅動銷售放量，其發展前景備受期待。
百濟神州另一款核心自研產品抗PD-1抗體百澤安®(替雷利珠單抗)亦憑藉差異化的治療潛力和廣泛的適應症佈局，在第三季度持續放量，取得了穩健的收入增長。本季度，百澤安®在中國的市場銷售額達到8.79億元。更加亮眼的是，從單季度的表現來看，百澤安®今年以來已取得3個季度的連續增長。
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