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瑞信:維持復星醫藥(2196.HK)優於大市評級 目標價68港元
格隆匯 07-13 12:37

瑞信發表研究報吿指,復星醫藥(2196.HK)來自台灣科技公司有關mRNA新冠疫苗的新訂單總額或達3億美元,該行預計復星的mRNA疫苗將於今年第三季在中國獲批。瑞信維持復星醫藥目標價68港元,以及優於大市評級。

瑞信表示,復星在去年3月獲得了Bio NTech的mRNA疫苗在中國、香港、台灣和澳門的專利,而獲准上市的復必泰疫苗於今年1月獲批在香港緊急使用。公司稱已向國家藥品監督管理局提交所有可用的數據,該行認為,相關審查可能已進入最後階段,但進展較該行預期慢。雖然公司尚未提供批准的更新時間表,但估計今年第三季或將在中國獲批。

該行指,復必泰疫苗展現出強大的有效性,即使對於變種病毒,仍然表現出良好的功效。該行認為,疫苗可用於12至15歲青少年及老年人。上週輝瑞和Bio NTech公佈,計劃向監管機構申請授權,為民眾接種第三劑新冠疫苗。該行認為,按目前情況去看,最終或需要加強劑,而復必泰將可作為中國居民的加強劑。

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