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《大行報告》野村下調信達生物(01801.HK)目標價至43.75元 評級「買入」
阿思達克 04-29 10:23
野村發表評級報告指,信達生物(01801.HK)今年首季產品收入超過10億元人民幣(下同),按年錄得雙位數增長,主要受惠於擴大其商業組合及商業藥物的銷售加快。 該行表示,將公司在2022年及23年收入預測下調6%及8%,以反映PD-1抑制劑的激烈競爭(肺癌新藥PD-1抗體信迪利單抗達伯舒(Tyvyt)今年收入預測由35億元降至32億元、2023年則由40億元降至34億元)及當前新冠疫情影響。 該行將其目標價由49.41港元下調至43.75港元,維持其評級爲「買入」,以反映該行仍看好公司豐富的渠道及成熟的商業平臺。
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