《大行》大摩升百濟神州(ONC.US)目標價至350美元 次季百悅澤收入勝預期
摩根士丹利研究報告指,百濟神州(06160.HK)(ONC.US)次季收入好過市場預期,淨產品收入達13.02億美元,較市場預期高5.6%,當中包括百悅澤全球收入為9.5億美元,較該行預期高3.7%。公司將2025年總收入指引上調至介乎50億至53億美元(原先料介乎49億至53億美元),公認會計原則毛利率指引上調至介乎約86%至89%左右(原先料83%至87%左右)。
該行認為近期管線進展將更受關注,包括下半年sonro數據公布和加速批准(AA)申請提交等;將美股目標價由330美元升至350美元,予「增持」評級,並將2025、26及27年的公認會計原則(GAAP)每股盈測分別修訂至1.93美元、4.66美元及8.25美元。
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