2025年利润下滑1_老虎社区_美港股上老虎 - 老虎社区

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丸子帅爸
06-13

2025年利润下滑10%的依据是啥？

远大医药：脓毒症创新疗法中国II期临床成功核药领跑者持续强化先发优势

国信医药观点：1）脓毒症的精准治疗是明确的未满足的临床需求，STC3141 是全球首个以重新构建免疫稳态为核心的脓毒症治疗方案，中国II 期临床研究成功达到临床终点，有望推动脓毒症治疗迈入新纪元；2）核药领域已出现“重磅炸弹”级别药物，国际MNC 纷纷入局核药，远大医药RDC 临床进展不断，产品管线储备丰富，有望迎来价值重估。

远大医药：脓毒症创新疗法中国II期临床成功核药领跑者持续强化先发优势

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n远大医药：脓毒症创新疗法中国II期临床成功 核药领跑者持续强化先发优势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-13 07:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250613072255a4a6107a&s=b><strong>国信证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>事项：公司公告：1）创新药物STC3141 在中国开展的用于治疗脓毒症的II 期临床研究成功达到临床终点；2）创新RDC 产品TLX591 加入国际多中心III 期临床试验的申请已获国家药监局受理；3）用于诊断肝细胞癌的创新RDC GPN02006 在中国开展的研究者发起的临床研究(IIT 临床研究)结果将于2025 年北美核医学与分子影像学会(SNMMI)年会中公布；4）成都温江核药全球研发及...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250613072255a4a6107a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1191":"制药","00512":"远大医药"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250613072255a4a6107a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2543256275","content_text":"事项：公司公告：1）创新药物STC3141 在中国开展的用于治疗脓毒症的II 期临床研究成功达到临床终点；2）创新RDC 产品TLX591 加入国际多中心III 期临床试验的申请已获国家药监局受理；3）用于诊断肝细胞癌的创新RDC GPN02006 在中国开展的研究者发起的临床研究(IIT 临床研究)结果将于2025 年北美核医学与分子影像学会(SNMMI)年会中公布；4）成都温江核药全球研发及生产基地将在2025 年6 月正式投入运营。国信医药观点：1）脓毒症的精准治疗是明确的未满足的临床需求，STC3141 是全球首个以重新构建免疫稳态为核心的脓毒症治疗方案，中国II 期临床研究成功达到临床终点，有望推动脓毒症治疗迈入新纪元；2）核药领域已出现“重磅炸弹”级别药物，国际MNC 纷纷入局核药，远大医药RDC 临床进展不断，产品管线储备丰富，有望迎来价值重估。3）投资建议：远大医药自2015 年以来加速创新转型，期待钇[90Y]微球注射液持续销售放量；RDC 研发进度位于行业前列，即将进入收获期；STC3141 有望推动脓毒症治疗迈入新纪元。维持盈利预测， 预计2025-27 年归母净利润22.18/24.65/27.97 亿港币， 同比增长-10.1%/11.1%/13.4%，当前股价对应PE 为14.8/13.3/11.7X。各业务板块合计估值371-412 亿港币，对应10.45-11.60 港币，维持“优于大市”评级。风险提示研发不及预期风险，竞争加剧风险，政策风险，销售不及预期，集采降价风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":28,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}