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《大行报告》高盛升信达生物(01801.HK)目标价至89.8元 股价回调带来入市良机
阿思达克 03-24 12:41
高盛发表研究报告指,信达生物(01801.HK)昨日(23日)盘中曾跌10%,市场忧虑创新PD-1抑制剂达伯舒(Tyvyt)在竞争加剧下今年销售表现。该行认为市场属过虑,股价回调亦带来入市良机。报告称,Tyvyt去年已建立强劲医院覆盖及医生认同,另慈善赠药(PAP)新方案就六个月以上疗程提供更佳经济支援,在大部分情况下DoT降价少於六个月属可控。

该行维持Tyvyt今年销售预测34亿元人民币,维持予信达生物「买入」评级,以经风险调整现金流折现率计,目标价由63.1元升至89.8元。

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