港股異動丨百濟神州升5.5% Q2營收超預期 里昂升其目標價至148.4港元
百濟神州(6160.HK)持續上升行情,現升5.5%,報109.1港元創近5個月新高,總市值超1500億港元。公司日前公佈,第二季度總收入達9.29億美元,同比增長56%;毛利潤7.91億美元,同比增長58.44%。里昂發佈研究報吿稱,公司業績公佈後,修訂對其預測,將目標價由139.7港元上調至148.4港元,重申“跑贏大市”評級。公司第二季營收較去年同期增長56.1%,勝於預期,因BTK項目在海外發展有良好勢頭。此外,百濟神州期內Brukinsa銷售額同比增長106.8%,美國市佔率提升至29.4%。該行提到,集團Bcl2的註冊意向試驗和該公司的首個B7H3ADC的進展值得關注,並且會持續拓展海外市場。

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