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《大行報告》中金降開拓藥業-B(09939.HK)評級至「中性」 下調明年EPS預測至虧損1.66元人幣
阿思達克 12-29 11:08
中金髮表報告表示,開拓藥業-B(09939.HK)披露普克魯胺用於輕中症新冠患者的III期臨牀中期分析結果,未顯示出顯着的改善結果。該行指由於普克魯胺輕中症III期臨牀中期分析失利,考慮到新冠藥物研發格局及疫情演變較快,出於謹慎性考慮,該行在預測模型中調整了普克魯胺新冠適應症帶來的收入貢獻預期。 該行維持對開拓藥業2021年盈利預測,下調2022年每股盈利預測(EPS)由原來12.25元人民幣,下調至每股虧損1.66元人民幣,下調對其投資評級至「中性」,根據現金流折現率模型,下調對其目標價 80%至18港元。 中金最新料開拓藥業2022年淨虧損爲6.44億人民幣,調整前原先料2022年錄淨利潤47.47億人民幣。
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