《大行報告》瑞信上調藥明生物(02269.HK)目標價至158元 評級「跑贏大市」
瑞信發表報告指,藥明生物(02269.HK)早前舉行了投資者日,由於新型肺炎疫苗發展蓬勃,及項目數目增長高於預期等原因,集團今年的收入指引上升至按年增長65%,管理層亦指引今年往後的收入增長可維持按年上升40%至50%。
該行認爲,疫苗、雙特異性抗體(bsAb),及從事抗體偶聯藥物等業務的合營「WuXi XDC」將是集團近期業務的主要推動力,而集團亦改善了生產能力以滿足需求的增加。
瑞信上調藥明生物股份目標價,由130元升至158元,評級維持「跑贏大市」,並調升集團今年至2023年每股盈利預測分別5%、7%及12%。
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