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《大行报告》瑞银首予先声药业(02096.HK)「买入」评级 目标价10.8元
阿思达克 04-22 10:09
瑞银发表研究报告,指先声药业(02096.HK)正由药品公司转型至研发主导公司,当中以中央肿瘤科神经系统(CNS)和自身免疫性疾病为主。与其他大型药厂相似,公司面对集中采购的挑战,令药价下降,以及来自生物公司的竞争,但相信公司具备丰富的药物组合,料2021至24年收入与纯利的年复合增长率为19%及21%。

该行指,公司目前有两创新药待批,管理层指预期2021至23年,收入可分别达10至12亿、15至20亿、30至40亿元人民币,预期创新药比例将提升,首予「买入」评级,目标价10.8元。

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