《大行報告》瑞信微升百濟神州(06160.HK)目標價至180.6元 次季收入勝預期
瑞信發表評級報告,百濟神州(06160.HK)次季收入按年升74%,勝於預期,主要是BTK銷量較預期好,次季虧損收窄,因銷量組合持續變化,以及經營槓桿增加。對於下半年催化劑,該行認為市場繼續關注替雷利珠單抗(tislelizumab)是否獲美國食品藥品監督管理局(FDA)批准,料這將於下半年發生。該行表示,將公司今年、明年及2025年淨虧損預測調整為4%、8%及6%,並將其目標價由180元微升至180.6元,維持其評級為「跑贏大市」。
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