貝達藥業(300558.SZ)漲超6%創16個月新高 提醒:11月7日將迎解禁
格隆匯11月4日丨繼上週五收漲5.77%後,貝達藥業(300558.SZ)今日繼續上漲,半日收報6.07%,報60.25元,成交3.86億元,最新總市值242億元。盤中最高漲至61.85元,創2018年6月底以來新高。公司10月24日公佈的財報顯示,第三季度營收4.81億元,同比增39.05%;歸屬於上市公司股東的淨利潤1.11億元,同比增37.15%。信達證券近日指出,公司是我國創新藥的先行者,研發管線豐富,銷售團隊強大。隨着各地醫保落地和基因檢測普及,埃克替尼有望持續放量。恩莎替尼已納入優先審批,今年有望上市。此外,多個新藥在III期臨牀研究階段,看好公司長期前景。預計公司2019-2021年攤薄EPS為0.55元、0.68元、0.88元,對應PE分別為98倍、79倍、61倍。維持“增持”評級。不過,值得注意的是,公司約2.3億股首發原股東限售股份預計2019年11月7日上市流通,按目前的價格算,解禁市值高達138億元。
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