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《大行報告》野村下調石藥(01093.HK)目標價至11.2元 評級「買入」
阿思達克 06-10 10:00
野村發表報告表示,內地上周公布的13省藥品集中採購結果顯示,石藥(01093.HK)主打腫瘤藥物之一克艾力大幅降價66%,超出市場預期,管理層預計即將到來的其他省級藥品集中採購的價格水平也將處於類似的低水平,從而對克艾力未來的增長前景造成進一步的下行壓力,公司期望其他新推出的腫瘤藥物來部分抵銷這種影響。 報告又指,石藥的暢銷藥NBP的注射劑專利將於今年6月到期,膠囊劑的專利將於明年12月到期,為解決市場對潛在仿製藥競爭的擔憂,管理層表示仍保持謹慎樂觀,因為目前短期內沒有仿製藥將被批准。 該行將石藥2022至2023財年的銷售額預測分別下調 0.7%和0.8%,盈利預測分別下調0.7%和0.8%,以反映由於克艾力的藥品集中採購導致的腫瘤學增長放緩。目標價由11.64元下調至11.2元,維持「買入」評級。
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