大行評級|中銀國際:重申百濟神州“買入”評級 上調2024至26年收入預測
中銀國際發表報吿指,百濟神州第二季收入9.29億美元,按年增長56%,按季增長24%,主要得益於澤布替尼銷售增長強勁,達6.37億美元,按年增長107%,按季增長30%,遠超該行預期,預計這勢頭將持續,澤布替尼將實現28億美元以上的全年銷售額。報吿指,由於第二季度總營運費用按年小幅增長10%,按季增長1%,增速明顯低於收入增長,期內錄得4,800萬美元的經調整淨利潤,超出該行預期。百濟神州可能在今年年內接近盈虧平衡,目前現金儲備為26億美元。中銀國際將百濟神州2024至2026年的收入預測上調25%至27%,營運費用預測上調8%至22%,對港股目標價為152港元,重申“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.