《大行報告》大摩削康希諾生物-B(06185.HK)目標價至182元 評級「增持」
摩根士丹利發表研究報告指出,康希諾生物-B(06185.HK)去年下半年銷售額22億元人民幣,差過該行預期,主要由於上游供應中斷、新型冠狀病毒疫苗Ad5-nCoV銷售均價下跌,以及預防感染腦膜炎奈瑟球菌(Lta)的疫苗MCV4批准延遲至去年底所致。
該行將康希諾生物-B的目標價由420元削至182元,以反映Ad5-nCoV銷售較為保守,但仍認為其潛在最早可於4月22日獲世衛批准。此外,公司推出增強劑和潛在的吸入劑配方,以及MCV的增長可能推動公司增長。評級「增持」。
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