《大行報告》瑞信升復星醫藥(02196.HK)目標價至60元 夥BioNTech組疫苗合營令人驚喜
就復星醫藥(02196.HK)與BioNTech訂立條款書,為新冠疫苗產品的本地化生產及商業化而擬設立一家合資公司,雙方將分別持股50%,瑞信發表報告表示,合組公司的時點較該行原預期為早,令人感到驚喜,該行重申對復星醫藥「跑贏大市」評級,按加總估值,H股目標價由52元上調至60元。
該行估計,復星醫藥與BioNTech所組合營,或可達到復必泰「BNT162b2」全球產量20%,料可成復星醫藥的催化劑。
瑞信料復星醫藥下一個催化劑,包括中國政府6月或會批准使用新冠疫苗「BNT162b2」、相關疫苗在中國內地商業化(包括定價、市場推廣、分配等)。
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