華西證券:料新藥年底前即可獲批 維持恆瑞醫藥“買入”評級
格隆匯12月19日丨華西證券發佈恆瑞醫藥的研報指出,公司1.1類新藥注射用甲苯磺酸瑞馬唑侖審評狀態變更為“在審批”,預計2019年年底前即可獲批,根據臨牀試驗的公示信息推測獲批適應症為胃腸鏡麻醉。預計公司2019-2021年收入236/312/408億元,分別同比增長35%/32%/31%,歸母淨利潤54/70/91億元,分別同比增長:32%/30%/30%,當前股價對應2019-2021年PE分別為70/54/41倍。作為國內最早實現“仿創結合”向“創新驅動”轉型的製藥企業,維持公司目標價118.72元,維持“買入”評級。
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