《大行報告》美銀美林升中生製藥(01177.HK)目標價至10.6元評級「買入」
美銀美林發表報告指,對於市場關注在「4+7」藥品集中採購措施下,中生製藥(01177.HK)旗下藥品恩替卡韋(Entecavir)及氟比洛芬(flurbiprofen)收益大受影響,而其他藥物銷售能否作出彌補?該行有系統地推算中生製藥於仿製藥的業務表現,當中包括2018至2019年以及2019至2021年分別有20及40種仿製藥獲批,料將會為2019至2021年分別產生19億、41億及61億元人民幣銷售額。
該行補充,預期「4+7」延伸計劃將會於2020年實施,而第二輪「4+7」則於2021年啟動。整體而言,該行估計,該公司於2019年至2021年及以後銷售會有強勁增長,重申「買入」評級,目標價則由9.5元調升至10.6元。
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