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港股异动 | 三生制药涨超7% MSCI ESG评级升至BBB级 券商唱多
格隆汇 09-12 11:02
格隆汇9月12日丨三生制药(01530.HK)涨超7%,报12.9港元,成交3618万港元,总市值327亿港元。根据MSCI(明晟)最新公布的评级显示:三生制药MSCI ESG被评定为BBB级,该等级超过61%的全球生物科技行业公司。大摩近日发表报告表示,三生制药今年上半年业绩表现符合预期,并重申对其“增持”评级。广发证券也发布研报表示,公司多款产品受益2019年8月新版医保目录。且公司在肿瘤和自身免疫的研发布局趋于完善,重点靶点覆盖全面,未来十年有望上市超过十五种生物创新药。目前伊尼妥单抗的新药申请已完成技术审查和临床试验数据现场核查,有望于年内获批。借助医保调整和新药上市,业绩提速可期。不考虑伊尼妥单抗上市,预计公司19-21年收入增速20%/20%/18%,归母净利润增速-7%/49%/18%,EPS为0.47/0.70/0.82元/股,采用DCF方法得到公司合理价值为17.05港元/股,对应20年PE22x,首次覆盖给予“买入”评级。
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