《大行報告》里昂微升復星醫藥(02196.HK)目標價至67.6元 評級「買入」
里昂發表研究報告指,復星醫藥(02196.HK)第三季收入按年增長25%,淨利潤增長41.6%,均超出市場預期,預期是由於新藥銷售增長強勁所帶動。
報告指,截至10月24日,輝瑞BioNTech新冠疫苗接種量達到970萬劑,未來在中國內地使用獲批仍然是未來催化劑;而復星的PD-1產品serpulimab的NDA申請預期於明年上半年獲批,因此維持盈利預測基本不變,將目標價由67.5元輕微上調至67.6元,並重申「買入」評級。
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