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《大行報告》瑞銀上調信達生物(01801.HK)目標價至134.4元 評級「買入」
阿思達克 03-30 10:33
瑞銀發表研究報告指,信達生物(01801.HK)去年收入按年增長近267%,符合預期,受國家醫保藥品目錄談判的影響,藥物價格下調,令期內產品毛利率受壓,收窄至83.6%。

報告指出,公司的創新藥收入按年增長133%,當中主要受核心產品信迪利單抗「達伯舒」銷售額增長125%推動。達伯舒用於一線非鱗狀非小細胞肺癌的申請已獲批准,瑞銀預期其他適應症申請將於今年至明年初獲批,預期該產品仍會帶領今年收入增長。

該行指,信達生物產品線各項目持續取得良好進展,期內產能擴張有助降低成本及拓展全球業務,對其維持「買入」評級,目標價由132.9元上調至134.4元。

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