総合バリュエーションレンジ · 保守的 ¥34–¥36 / 妥当 ¥45–¥55 / 楽観的 ¥64–¥68。¥48.42 時点で 妥当な本源的価値レンジ内。
レポート公開時 ¥50.04（2026年6月26日）
NMPA approved cyclosporine eye drops IV, described by Hengrui as China’s first 0.1% anhydrous cyclosporine eye drop.
Possible impact:May affect expectations for the ophthalmology pipeline and non-oncology revenue mix.
NMPA approved adebrelimab for perioperative treatment of resectable stage II-IIIB NSCLC.
Possible impact:May affect expectations for PD-L1 sales ramp and lung cancer franchise competitiveness.
EMA accepted Hengrui’s MAA for rezvilutamide in high-volume mHSPC, its first EU filing for a self-developed innovative drug.
Possible impact:May affect expectations for global expansion, while review outcome remains uncertain.
Hengrui and BMS agreed to advance 13 early-stage programs, with up to $950 million in payments and about $15.2 billion potential value.
Possible impact:May affect expectations for licensing income, pipeline globalization, and platform value.
Q1 revenue rose 12.98% to RMB 8.141 billion; net profit attributable to shareholders rose 21.78% to RMB 2.282 billion.
Possible impact:May affect expectations for innovative drug growth, profit leverage, and full-year performance.
Automatically summarized from public sources; for context only, not investment advice.
データ提供：EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。
Jiangsu Hengrui Pharmaceuticals Co.,Ltd, a pharmaceutical company, researches, develops, manufactures, and commercializes medicines to address unmet clinical needs in China and internationally. The company develops medicines in the areas of oncology, metabolic and cardiovascular, immunological and respiratory, neuroscience, pain management, infectious, respiratory system, hematological, ophthalmology, and autoimmune and other diseases. The company was founded in 1970 and is headquartered in Lianyungang, China.
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近日公開このセクションは現在準備中です。近日公開予定です。
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