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《大行报告》大摩上调信达生物(01801.HK)目标价至64元 评级「增持」
阿思达克 06-29 10:16
摩根士丹利发表报告指,信达生物(01801.HK)目前有22个正在研发的项目,领先的产品线及持续扩大与其他药企国际合作,令其继续成为行业首选,目标价由44元上调至64元,评级「增持」。

报告指,信达月初宣布与罗氏集团达成战略合作,是继礼来、英赛德、和黄医药、Coherus BioSciences等之後又一重大国际合作,计及公司现正开发22款新药有14项进行了注册试验,加上管理层预计在今年内提交5个新药上市申请,令信达生物成为中国首屈一指的生物制药公司。

信达生物日前宣布,贝伐珠单抗生物类似药「达攸同」正式获得国家药监局上市批准,大摩认为结果令人鼓舞,假设可在第三季推出,2020至2021年销售预测可上调至3.15亿及6.6亿元人民币。

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