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《大行报告》高盛升再鼎医药(09688.HK)目标价至1,586.9元 评级「买入」
阿思达克 03-23 15:57
高盛发表研究报告,指再鼎医药-SB(09688.HK)去年下半年销售对办,录2,970万美元,略高於该行预期的2,800万美元,主要受Optune销售胜预期推动。净亏损1.4亿美元则差过该行预期,主因来自单次收益毛利率低於预期,及Zejula获纳入国家医保药品目录(NRDL);以及研发开支高於预期,主要来自两项资产的专利许可费用。

该行计入再鼎医药三款引进授权资产(CLN-081、efgartigimod及TPX-0022),调整经风险调整现金流折现率,目标价由748.82元升至1,586.9元,评级「买入」。

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