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《大行報告》麥格理:藥明生物(02269.HK)管理層上調今年營運指引 可受惠疫苗貢獻
阿思達克 06-18 14:52
麥格理髮表研究報告指,藥明生物(02269.HK)CEO宣佈上調今年全年銷售及盈利增長指引,由50%提高至65%,較該行預期的57%還要高,預期在行業快速增長下公司未來幾年表現仍強勁,複合年增長率可達38%至50%,

該行指出,目前有9個疫苗項目正在研發或生產,爲增長提供良好支持。管理層目標未來在研項目數量將增至80個,麥格理預期,在手的32個三期臨牀階段的產品中,有4至5個料爲核心項目,每個的峯值銷售額可達到40億至50億美元,另外有4至5個三期項目峯值銷售額亦預期達到10億美元以上,爲公司提供穩定收入來源。

麥格理指,藥明生物管理層目標未來三年成爲業內第一位,重申「跑贏大市」評級,目標價122元。

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