研報掘金丨長城證券:首予迪哲醫藥“增持”評級 利潤端扭虧為盈指日可待
長城證券研報指出,迪哲醫藥(688192.SH)2024年歸母淨虧損8.46億元,同比減虧23.63%;2025年一季度歸母淨虧損1.93億元,同比減虧14.15%。公司憑藉紮實的自研技術平台,成功孵化舒沃哲?和高瑞哲?兩款惡性腫瘤領域大單品。2024年兩款產品同批入保奠定中短期收入高增潛力,利潤端扭虧為盈指日可待。中長期看,舒沃哲?已於美國遞交NDA,高瑞哲?海外NDA即將啟動。兩款產品的出海將賦予更高的業績彈性。在研管線創新性十足,具備成為FIC/BIC藥物潛力,這將助力公司保持可持續發展。首次覆蓋給予“增持”評級。
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