《 大行報告》美銀證券下調復宏漢霖(02696.HK)目標價至52元 評級「買入」
美銀證券發表報告表示,復宏漢霖(02696.HK)公布產品HLX01去年銷售1.9億元人民幣,符合該行預期。該行估計,復宏漢霖從HLX01的銷售額中獲得了7,900萬元人民幣的收入,當中包括出售給復星醫藥(02196.HK)的藥品供應價格僅是銷售成本及小幅加價,因此代表HLX01之利潤貢獻僅佔其藥品總銷售額的少於5%,亦證明藥物較高的銷貨成本及銷售支出。
報告補充,預期該公司在今年第二季度獲批准增加額外產量,將提供更多產能,並可能降低單位銷貨成本。該行將其目標價由53元微降至52元,維持「買入」評級。
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