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研報掘金丨方正證券:君實生物24年營收超預期,虧損大幅縮窄,維持“強烈推薦”評級
格隆匯 01-20 17:27

方正證券研報指出,君實生物-U(688180.SH)預計2024年收入19.49億元,同比增長29.71%,歸母淨利潤-12.92億元,同比虧損減少43.42%。公司營收超預期,虧損大幅縮窄。營收端增加得益於商業化團隊銷售效率提升,預計核心產品特瑞普利單抗國內銷售大幅增加,目前特瑞普利已獲批十項適應症,且全部納入醫保。預計特瑞普利將於2025-2026年在全球開啟放量節奏。此外,公司其他三款商業化產品阿達木單抗注射液、氫溴酸氘瑞米德韋片和昂戈瑞西單抗注射液也為營收做出了貢獻。維持“強烈推薦”評級。

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