交银国际发布研报指出，基于3Q业绩以及持续强劲的产品放量趋势，上调2024-26年收入预测6-7%，同时上调泽布替尼峰值销售预测4%至54亿。该行表示，未来12个月重点关注：1)替雷利珠1LESCC、1LGC等更多适应症在欧美等核心发达国家市场获批、I/O组合疗法(替雷利珠联合OX40、LAG3等)数据读出；2)Bcl-2抑制剂sonrotoclax 1H25启动两项III期研究(R/RCLL和R/RMCL)、更多适应症初步数据读出；3)BTK降解剂1H25启动首个III期临床(R/RCLL)；4)更多实体瘤候选药物分子进入临床阶段：今年已有8个进入临床，预计年底前还将有4个。BeiGene (06160) rose nearly 3% in the intraday period. As of press release, it rose 2.29% to HK$120.5, with a turnover of HK$0.14 billion.
The Zhitong Finance App learned that BeiGene (06160) rose nearly 3% in the intraday period. As of press release, it had risen 2.29% to HK$120.5, with a turnover of HK$0.14 billion.
According to the news, on November 19, according to the CDE website, the new Class 1 drug BGB-58067 tablets declared by BeiGene received implied clinical trial approval to be developed to treat patients with advanced solid tumors. According to public information from BeiGene, BGB-58067 is a PRMT5 inhibitor and is one of BeiGene's future core projects. According to CDE's official website, this is the first time this product has been clinically approved in China.
According to a research report released by BOC International, based on 3Q results and continued strong product release trends, the 2024-26 revenue forecast was raised by 6-7%, while the peak sales forecast for zebutinib was raised by 4% to 5.4 billion. The bank said that in the next 12 months, it will focus on: 1) More indications, such as tirelizibur 1LESCC and 1LGC, are approved in core developed markets such as Europe and the US; 2) the BCL-2 inhibitor Sonrotoclax 1H25 initiates two phase III studies (R/RCLL and RRMCL); 3) BTK degrading agent 1H25 initiates the first phase III clinical trial (R/RRCLL); 4) Cancer Drug Candidates Molecules have entered the clinical phase: 8 have entered clinical trials this year, and it is expected that there will be 4 more before the end of the year.
