《大行報告》摩通下調維亞生物(01873.HK)目標價至8元 評級「中性」
摩根大通發表報告指,維亞生物(01873.HK)上半年收入按年強勁增長419.5%,主要貢獻為藥物開發服務,及新收購的小分子委託開發製造(CDMO)服務例如「SYNthesis Med Chem」和「浙江朗華製藥」。
該行表示,若撇除可轉換債相關影響及其他一次性項目,集團上半年經調整非國際通用會計準則盈利為2.05億元人民幣,按年增長65.7%。
摩通維持維亞生物股份「中性」評級,目標價由9元降至8元,以反映整合「浙江朗華製藥」相關的協同效應未明朗,及早期生物科技投資的風險。
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