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Every AI Express, Pu Yin International Securities released a research report on August 7, giving BeiGene (688235.SH) a buy rating. The main reasons for the rating include: 1) 2Q25 revenue and profit both exceeded expectations; 2) the company slightly raised its full-year revenue and gross margin guidance for 2025, with the company estimating that the impact of tariffs is not significant; 3) the overseas sales of Zebutinib are stronger than expected, with the United States sales being the biggest driver, benefiting from a significant increase in drug prices at the beginning of the year and positive impact of the US Medicare Part D reform; 4) Rich catalysts for research and development in 2H25 and 2026. (Daily Economic News)
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