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大行评级丨高盛:上调百济神州目标价至408.79美元 上调2025至27年盈利预测
Ge Long Hui A P P· 2025-11-10 06:20
MACD金叉信号形成,这些股涨势不错! 格隆汇11月10日|高盛发表研究报告指,百济神州第三季产品销售按年增长40%至14亿美元,高于市场 预期。百悦泽(Brukinsa)仍为最大增长动力,期内收入首次达到10亿美元,按年增长51%,在国际市场 展现稳健增长及市场份额提升,并超越Imbruvica成为全球BTK市场领导者。基于强劲销售表现,公司 将全年销售指引由50至53亿美元,上调至51至53亿美元。该行将百济神州2025至27年每股盈利预测由 2.69美元、6.18美元及7.32美元,调整至3.78美元、6.26美元及6.64美元;维持"买入"评级,美股目标价 由399.73美元升至408.79美元,A股目标价由353.97元升至366.48元。 ...
美银:上调百济神州H股目标价至242.87港元 重申“买入”评级
Xin Lang Cai Jing· 2025-11-10 03:12
Core Viewpoint - Bank of America Securities reports that BeiGene's Q3 product revenue reached $1.395 billion, a year-on-year increase of 40.4%, driven primarily by a 51% year-on-year growth in Brukinsa [1] Financial Performance - Total revenue for the quarter was $1.412 billion, reflecting a year-on-year growth of 41% [1] - Net profit for the period was $125 million, marking a turnaround from a loss to profitability [1] Guidance and Forecasts - Management has raised the full-year revenue guidance from $5 billion to $5.1-5.3 billion [1] - Based on the performance in the first three quarters, the firm has slightly adjusted its sales and other expense forecasts [1] - Earnings per share forecasts for 2025 to 2027 have been increased by 55.2%, 0.6%, and 0.4% respectively [1] Price Target and Rating - The target price for US shares has been raised from $389 to $402.2 [1] - The target price for H shares has been increased from HKD 234.9 to HKD 242.87 [1] - The "Buy" rating is reiterated based on strong global commercial performance and stable progress in the R&D pipeline [1]