《大行报告》大和:药明生物(02269.HK)配股助捕捉新冠疫苗产能扩张机遇 重申「买入」看135元
药明生物(02269.HK)公布计划配售1.18亿股股份,占扩大後股本2.8%,每股配售价112元,较昨日(2日)收市价折让6.98%,预计所得款项净额131.21亿元。大和发表研究报告指,这是公司历史上第四次新股配售。大和料配股可强化公司财政实力,更好地捕捉新冠mRNA疫苗潜在外包需求。
目前在欧洲及美国,至今有两款mRNA疫苗(Moderna及辉瑞/BioNTech)获批。不过,报告称,制造产能缺口成为疫苗分发的重大阻碍。因此,欧盟上周五(1月29日)就区内生产疫苗推临时出口限制。大和认为,现时疫苗供应问题为生物制剂CDMO企业额外产能带来紧急而庞大需求。
大和进一步称,药明生物去年12月从拜耳收购德国原液/制剂(DS/DP)设施,随着配股集资取得新资金,公司已准备好下半年赢得潜在mRNA疫苗生产合约。该行重申药明生物「买入」评级及目标价135元。
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