《大行报告》大和首予中生制药(01177.HK)「买入」评级 目标价11元
大和发表研究报告,首次给予中生制药(01177.HK)「买入」评级,指出中生制药拥有强大的创新研发能力及市场领先地位,有望成为下一个恒瑞医药(600276.SH)。
中生制药仿制药业务占去年总收入约82%,大和认为,该业务已不受带量采购政策的影响,长远而言仿制药仍将是公司主要收入来源,预期到2022年推出44种新款仿制药,潜在峰值收入为234亿元人民币,加上同期将推出的8种创新药,将带来峰值收入约190亿元人民币。
该行预期,Penpulimab的新药申请将於明年下半年获批,加上潜在并购与其他生物科技公司的合作,有望推动业务增长,予目标价11元,并列为行业首选。
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