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《大行報告》瑞銀首予先聲藥業(02096.HK)「買入」評級 目標價10.8元
阿思達克 04-22 10:09
瑞銀發表研究報告,指先聲藥業(02096.HK)正由藥品公司轉型至研發主導公司,當中以中央腫瘤科神經系統(CNS)和自身免疫性疾病為主。與其他大型藥廠相似,公司面對集中採購的挑戰,令藥價下降,以及來自生物公司的競爭,但相信公司具備豐富的藥物組合,料2021至24年收入與純利的年複合增長率為19%及21%。

該行指,公司目前有兩創新藥待批,管理層指預期2021至23年,收入可分別達10至12億、15至20億、30至40億元人民幣,預期創新藥比例將提升,首予「買入」評級,目標價10.8元。

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