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《大行報告》瑞信下調君實生物(01877.HK)目標價至70元 評級「跑贏大市」
阿思達克 09-03 09:58
瑞信發表報告指,由於PD-1特瑞普利單抗「拓益」於今年3月獲內地納入醫保,君實生物(01877.HK)正加快內部及與阿斯利康(AZN.US)的商業化拓展。基於管理層7月的指引,今年PD-1的銷售料介乎10億至12億元人民幣,該行則估計集團上半年的PD-1銷售約5.5億元人民幣,符合管理層原先指引。 該行表示,集團差異化的研發策略可繼續推動產品線增長,其目前有16項資產正進行臨床開發,並有25種候選藥物處臨床前階段。 瑞信下調君實生物今年至2023年每股盈利預測分別1.31元、0.61元及0.19元人民幣,以反映基於上半年數字,預料銷售及研發開支會增加。該行因而下調集團股份目標價,由84元降至70元,評級維持「跑贏大市」。
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