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高盛:上调百济神州目标价至408.79美元 上调2025至27年盈利预测
Xin Lang Cai Jing·2025-11-10 06:20

Core Insights - Goldman Sachs reported that BeiGene's product sales in Q3 increased by 40% year-on-year to $1.4 billion, exceeding market expectations [1] - Brukinsa remains the primary growth driver, with revenue reaching $1 billion for the first time, representing a 51% year-on-year growth, and it has surpassed Imbruvica to become the global leader in the BTK market [1] - Based on strong sales performance, the company raised its full-year sales guidance from $5 to $5.3 billion to $5.1 to $5.3 billion [1] - The earnings per share forecast for BeiGene for 2025 to 2027 has been adjusted from $2.69, $6.18, and $7.32 to $3.78, $6.26, and $6.64 respectively [1] - Goldman Sachs maintains a "Buy" rating, increasing the target price for US shares from $399.73 to $408.79, and for A-shares from ¥353.97 to ¥366.48 [1]