研報掘金丨東莞證券:百濟神州Q1核心產品持續放量,維持“增持”評級
東莞證券研報指出,百濟神州(688235.SH)一季度歸母淨利潤虧損同比縮小,主要原因是公司產品收入實現了快速增長,同比增長74.8%,快於公司經營費用增速。公司Q1核心產品持續放量,實現快速增長。2024年第一季度公司產品收入為53.25億元,較上年同比上升89.6%,產品收入的增長主要得益於公司自研產品百悦澤和百澤安以及安進授權產品的銷售額增加。公司正持續推動自主研發藥物的全球化進展,將繼續拓展百悦澤的全球藥政註冊項目。公司作為國內創新藥龍頭企業,產品結構豐富且研發實力較強,核心產品加速放量,國際化佈局持續加速。維持對公司“增持”評級。
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