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野村上调信达生物目标价至113.4元,评级「买入」
阿思达克 02-04 09:46
野村发表报告指,信达生物(01801.HK)早前公布信迪利单抗(Sintilimab)去年未审计收入超过22亿元人民币,稍优於公司的指引,并意味第四季的销售约7亿元人民币,相信该药季度销售增长加快是因扩展销售网络,及持续的基层市场渗透。

该行表示,保守估计信达生物今年旗下信迪利单抗的销售可按年增长0%至5%,预期管理层在公布去年全年业绩後会提供进一步指引。

野村上调信达生物股份目标价,由66.3元大升至113.4元,维持「买入」评级,并下调集团2020年至2022年收入预测分别14%、47%及46%,主要考虑及国家医保名录谈判的降价影响,及生物仿制药的销售逐步增加。

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