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《大行報告》麥格理上調華潤醫藥(03320.HK)目標價至6.03元 評級「跑贏大市」
阿思達克 05-03 11:00
麥格理發表報告,考慮到華潤醫藥(03320.HK)附屬華潤三九(000999.SZ)新產品的銷售貢獻,將目標價由5.31上調至6.03元,維持評級「跑贏大市」。

麥格理表示,隨著醫院的重新開業和病人就診量增加,推動華潤三九去年下半年起處方藥銷售逐步恢復。預計華潤三九去年獲批准註冊的第五代頭孢抗生素明年銷售額為1億元人民幣(下同),最高銷售額為10億元。至於腦膠質瘤創新藥產品「ONC201」,該行預期將於2026年在中國上市。

另外,華潤醫藥收購博雅生物已進入最後階段,現時正等待國資委批准,預計交易能夠為華潤醫藥帶來積極的影響,並成為近期股價催化劑。

不過,該行考慮到未來更多潛在的藥品集團採購(GPO),對華潤醫藥分銷業務持審慎態度,預期未來分銷利潤將會由7.1%降至6.5%,分別下調今明兩年度的盈利預測18%和16%。

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