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瑞信:予石藥(1093.HK)“優於大市”評級 目標價24.19港元
格隆匯 12-13 16:49

瑞信發表研究報告稱,預計未來兩年石藥集團的收入能維持年同比增長20%。予石藥集團(01093.HK)“優於大市”的評級,目標價定為24.19港元。

瑞信表示,石藥在首批帶量採購中成功競投,預計能為2020年GPO銷售帶來3億元,為整體銷售帶來5億元。雖然注射用紫杉醇(白蛋白結合型)藥品被納入第二批藥品,但瑞信認為其負面影響有限。

另一方面,石藥集團在2020年的定位良好,而且創新藥也取得新進展。瑞信相信,產品能為2020及2021年的銷售分別帶來5億元和15億元,提高石藥的盈利增速。

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