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《大行報告》大摩料諾誠健華-B(09969.HK)未來30天股價上升
阿思達克 10-11 10:32
摩根士丹利於上週四(7日)發表報告,預料諾誠健華-B(09969.HK)未來30天股價上升,料發生機率爲70%至80%,主要因爲股價最近回調,令短期估值更具吸引力。該行予諾誠健華-B目標價35.28元,評級「增持」。 大摩認爲,最近股價回調可能是由於默沙東藥廠新冠特效藥莫努匹韋的消息引起的相關概念股回調,認爲與諾誠健華的基本面無關。 回顧諾誠健華業績報告,該行指,公司旗下奧布替尼的銷售表現令人驚喜,隨着納入國家醫保藥品目錄談判可能成功,其明年銷量或進一步上升。另外,諾誠健華於8月與渤健簽署一項約10億美元的協議,將奧布替尼用於多發性硬化症和某些自身免疫性適應症的全球和中國以外的許可。
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