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研報掘金丨招商證券:首予百濟神州“強烈推薦”評級,看好短中期澤布替尼等產品的快速放量

招商證券研報指出,百濟神州(688235.SH)是已經完成創新產品全球化銷售的國際化藥企,其對疾病領域的深刻理解和科學佈局是保證持續競爭力的根本。看好百濟神州短中期澤布替尼等產品的快速放量,中長期管線產品的競爭力。該行預計百濟神州2024-2026年營業收入分別為268.7億元、338.2億元、424.6億元,同比增長54%、26%、26%。2024年大幅減虧,2024-2026年利潤分別為虧損43.4億元、虧損12.0億元,盈利12.5億元。首次覆蓋,給予“強烈推薦”投資評級。

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