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《大行報告》高盛:諾誠健華-B(09969.HK)穩固基本面未改 重申「買入」看33.5元
阿思達克 10-05 11:46
高盛發表研究報告,指諾誠健華-B(09969.HK)在沒有政策、經營及競爭格局負面消息下,昨日(4日)股價急挫約17%,認爲是次調整沒有理據,重申對公司穩固基本面的建設性看法,重申「買入」,目標價33.5元。 報告稱,諾誠健華是內地BTK藥品市場領導企業之一,第四季有望納入國家醫保藥品目錄,而降價幅度料可控,刺激明年銷售增長。另公司具自家研發能力,近期tafasitamab引進授權獲批,進一步豐富其腫瘤藥產品線;臨牀營運執行順利及獲得監管許可;以及商業化進度持續等,均支持諾誠健華髮展。
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