【券商聚焦】招银国际维持百济神州美股买入评级指其泽布替尼表现具韧性

金吾财讯2025-05-09

金吾财讯 | 招银国际研报指，百济神州(06160)公布的1Q25产品收入为11.1亿美元，同比增长48%，环比下降1%。其中，泽布替尼实现销售收入7.92亿美元，同比增长62%，环比下降4%。若剔除4Q24因客户订单节奏及季节性因素带来的3,000万美元正向影响，泽布今年一季度实际环比增长约为3%，在BTKi类产品一季度通常为淡季的背景下，泽布替尼的表现颇具韧性。该行指，百济神州在1Q25实现了...

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【券商聚焦】招银国际维持百济神州美股买入评级 指其泽布替尼表现具韧性

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【券商聚焦】招银国际维持百济神州美股买入评级指其泽布替尼表现具韧性