港股概念追踪|百济神州成为国内“创新药一哥” 机构看好创新药2025年估值修复（附概念股）

智通财经2025-02-26

2月21日，百济神州以27亿元市值差距超越恒瑞医药，成为“创新药一哥”。百济神州的创新药收入增长迅猛，其BTK抑制剂泽布替尼全球销售额突出。百济神州市值新高有业绩支撑，预计2025年全年经营利润为正。国泰君安研报表示，当前头部创新药企研发&销售体系成熟，费用增长稳健，伴随核心产品商业化持续放量，多家企业扭亏节点临近，创新迎来收获期。重点关注产品差异化优势显著、创新属性较高的细分龙头。国金证券发布...

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