《大行報告》野村上調信達生物(01801.HK)目標價至113.4元 評級「買入」
野村發表報告指,信達生物(01801.HK)早前公布信迪利單抗(Sintilimab)去年未審計收入超過22億元人民幣,稍優於公司的指引,並意味第四季的銷售約7億元人民幣,相信該藥季度銷售增長加快是因擴展銷售網絡,及持續的基層市場滲透。
該行表示,保守估計信達生物今年旗下信迪利單抗的銷售可按年增長0%至5%,預期管理層在公布去年全年業績後會提供進一步指引。
野村上調信達生物股份目標價,由66.3元大升至113.4元,維持「買入」評級,並下調集團2020年至2022年收入預測分別14%、47%及46%,主要考慮及國家醫保名錄談判的降價影響,及生物仿製藥的銷售逐步增加。
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