百濟神州(06160.HK)第一季度經調整淨利潤1.36億美元 首次躍居BTK抑制劑市場的整體份額首位
格隆匯5月7日丨百濟神州(06160.HK)公吿，2025年第一季度，公司總收入達11億美元，同比增長49%；受益於市場需求的強勁增長，百悦澤（澤布替尼）全球銷售額達7.92億美元，同比增長62%。2025年第一季度，美國繼續成為公司最大市場，產品收入達5.63億美元，上年同期為3.51億美元。從安進公司獲得授權許可的產品和百澤安的銷售也對產品收入增長做出貢獻。
2025年第一季度，GAAP下毛利佔全球產品收入為85.1%，上年同期為83.3%。毛利率同比取得增長，主要因為與產品組合中的其他產品相比，百悦澤在全球銷售中佔比更高。毛利率也受益於百悦澤和百澤安生產效率的提高。經調整後（不含折舊及攤銷），2025年第一季度產品銷售毛利率增至85.5%，而上年同期為83.7%。
期間GAAP淨利潤127萬美元，上年同期虧損2.51億美元；經調整淨利潤1.36億美元，上年同期虧損1.46億美元。2025年第一季度，經營活動產生的現金為4,400萬美元，較上年同期增長3.53億美元。
百濟神州2025年全年總收入指引為49億至53億美元，其中包括收入強勁增長的預期，受益於百悦澤在美國的領先地位以及在歐洲和全球其他重要市場的持續擴張。與2024年相比，由於產品組合和生產效率的提高，毛利率預計將位於80%至90%的中位區間。
“本季度，公司再創卓越業績，首次實現GAAP季度盈利，全球收入持續增長。在美國，百悦澤在慢性淋巴細胞白血病(CLL)各線治療中新發患者使用率繼續領跑，並首次躍居BTK抑制劑市場的整體份額首位”。百濟神州聯合創始人、董事長兼首席執行官歐雷強先生表示，“我們在晚期血液腫瘤和實體腫瘤的研發管線上持續取得重大進展，預計今年將在抗體偶聯藥物、多特異性抗體和靶向蛋白降解劑等領域的廣泛項目中迎來概念驗證(PoC)數據讀出。公司財務動能日益強勁，全球多元化業務佈局已覆蓋六大洲。隨着公司啟用新英文名稱BeOne Medicines，並將註冊地遷至瑞士，我們已做好充分準備，朝着成為全球最具影響力的腫瘤創新公司之一邁進”。
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