富瑞:予復星醫藥(2196.HK)買入評級 目標價39港元
富瑞發表研究報告指,復星醫藥(2196.HK)在3月已與BioNtech及輝瑞簽訂協議,以獲得其在中國將新冠肺炎疫苗商業化的專有權,而該疫苗的臨牀試驗有效率高達90%。該行予其買入評級,目標價39港元。
該行指,疫苗的價格可能定為每劑19.5美元,但中國的確實劑量仍然未知,參考中國科興生物的疫苗試驗計劃為兩劑療程400元人民幣。該行續指,BioNtech和輝瑞正在將其產能擴大到2021年全球市場達到13億劑,如果中國的需求大於供應,則可以利用BioNtech建立國內產能。

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