《大行報告》高盛上調信達生物(01801.HK)目標價至60.8元 評級「買入」
高盛發表報告指,雖然看到有更多生物科技企業在中國醫療保健行業出現,特別是在腫瘤板塊,但維持對信達生物(01801.HK)有良好定位,可成為主要的長期贏家的看法。
該行表示,集團有豐富的產品線,並可在商業能見度(PD-1及生物仿製藥等)和探索性創新(14種早期臨床資產)之間取得平衡,而且亦有中國以外市場的潛在機會。
高盛上調信達生物股份目標價,由36.2元升至60.8元,評級維持「買入」。雖然競爭對手的PD-1藥品或於今年下半年進行的國家藥物名冊談判,可能會為定價帶來不明朗性,但高盛認為信達最近在股份名稱上取消了「B」的標記,商業化產品線的能見度亦增加,進一步鞏固了該行的長期看法。
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