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《大行報告》大和首予中生製藥(01177.HK)「買入」評級 目標價11元
阿思達克 11-03 09:55
大和發表研究報告,首次給予中生製藥(01177.HK)「買入」評級,指出中生製藥擁有強大的創新研發能力及市場領先地位,有望成為下一個恆瑞醫藥(600276.SH)。

中生製藥仿製藥業務佔去年總收入約82%,大和認為,該業務已不受帶量採購政策的影響,長遠而言仿製藥仍將是公司主要收入來源,預期到2022年推出44種新款仿製藥,潛在峰值收入為234億元人民幣,加上同期將推出的8種創新藥,將帶來峰值收入約190億元人民幣。

該行預期,Penpulimab的新藥申請將於明年下半年獲批,加上潛在併購與其他生物科技公司的合作,有望推動業務增長,予目標價11元,並列為行業首選。

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