《大行報告》高盛下調啓明醫療-B(02500.HK)目標價至60.17元 評級「買入」
高盛發表報告,指啓明醫療-B(02500.HK)由於內地疫情反彈導致局部地區封鎖,將其今年產品植入量預測下調300至500個,到4,000至4,500個。以經風險調整現金流折現計率,該行將啓明醫療目標價由65.07元,下調至60.17元,維持「買入」評級。
高盛將啓明醫療今年至2023年銷售預測下調11%、12%和8%,以反映植入量下跌。
高盛引述啓明醫療管理層在其舉行的一個活動上表示,該公司核心產品組合VenusA銷售均價保持穩定,全年預測爲逾12萬元人民幣(下同),較今年上半年的12.4萬元低,預料心臟瓣膜VenusP-Valve將如期在今年底得到歐盟審批,有機會在明年下半年在國內推出,並在該年內植入數百個,後年植入超過1,000個。
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