富瑞:將諾誠健華(9969.HK)上調至持有評級 升目標價至13港元
富瑞發表研究報告指,諾誠健華(9969.HK)股價已較高峯時調整30%,加上公司資產負債表強勁,於2023年扭虧前仍可支持未來幾年的研發及資本開支,而藥物管線亦有增加,故將諾誠健華評級由遜於大市,上調至持有,同時將目標價由11.7港元升至13港元,並料公司目前股價下行空間不大。
富瑞稱,公司遞交奧布替尼兩個新藥申請,預期於今年底或明年初可獲批,而今年下半年已獲批准其生產許可證,年產量料達10億片。另外,公司亦增加逾40個銷售員以加快其商業化能力,預期未來一至兩年,公司市場銷售員將達120至140名,並覆蓋逾300家醫院。而上半年公司亦增加2個臨牀前候選藥,均計劃於明年下半年進行新藥臨牀試驗申請。

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