《大行報告》麥格理料藥明生物(02269.HK)盈利受新監管要求影響有限 指迎來買入機會
麥格理髮表報告表示,就國家藥品監督管理局藥品審評中心(CDE)上週五(2日)發佈新政策,徵求《以臨牀價值爲導向的抗腫瘤藥物臨牀研發指導原則》意見的通知,指藥物進行臨牀對照試驗時,一是應儘量爲受試者提供臨牀實踐中最佳治療方式及藥物,而不應爲提高臨牀試驗成功率和試驗效率,選擇安全有效性不確定,或已被更優的藥物所替代的治療手段,指藥明生物(02269.HK)股價昨日(6日)下挫,但相信公司長線所受到盈利影響有限,更多的創新藥物和開發應該對藥明生物有利。
該行重申藥明生物「跑贏大市」評級及目標價170.95元,認爲其經調整後迎來買入機會。
麥格理表示,對於藥明生物來說,其國內客戶多爲頂級公司,公司一半收入來自國際客戶,應該已遵循更好的做法尋求美國FDA(美國食品藥物管理局)批準。產品可能需要更高的技術要求,這將爲藥明生物帶來更多業務。
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