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《大行報告》瑞銀首予沛嘉醫療(09996.HK)「買入」評級 目標價45元
阿思達克 07-09 09:47
瑞銀發表研究報告,首次覆蓋沛嘉醫療(09996.HK),給予其「買入」投資評級,目標價為45元。該行提到,沛嘉醫療是一家總部位於中國的醫療器械生產商,擁有兩條產品線,包括心臟瓣膜產品及神經介入產品,相信公司會是第四間在中國推出經導管心臟瓣膜置換(TAVR)產品的企業,預期TAVR的銷量會從2021年的1,100個增長至2024年的7,143個,意味及至2021年市場份額為9.2%,並在2024年升至19.4%。由於競爭加刻及新一代產品推出,預料其TAVR的出廠價將會每年下調5至20%。

另外,該行料公司的核心產品TaurusOne有潛力獲批,並會在2021年錄得有意義的銷售,及在2023年收支平衡。

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