《大行報告》高盛升信達生物(01801.HK)目標價至89.8元 股價回調帶來入市良機
高盛發表研究報告指,信達生物(01801.HK)昨日(23日)盤中曾跌10%,市場憂慮創新PD-1抑制劑達伯舒(Tyvyt)在競爭加劇下今年銷售表現。該行認為市場屬過慮,股價回調亦帶來入市良機。報告稱,Tyvyt去年已建立強勁醫院覆蓋及醫生認同,另慈善贈藥(PAP)新方案就六個月以上療程提供更佳經濟支援,在大部分情況下DoT降價少於六個月屬可控。
該行維持Tyvyt今年銷售預測34億元人民幣,維持予信達生物「買入」評級,以經風險調整現金流折現率計,目標價由63.1元升至89.8元。
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