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《大行報告》大和上調藥明生物(02269.HK)目標價至95元 評級「買入」
阿思達克 07-07 09:57
大和發表報告表示,據報藥明生物(02269.HK)上周接受美國官員調查,料或將從美國商務部「未經核實名單」(UVL)中剔除,而公司於7月5日證實上述消息。 該行表示,公司近日宣布其杭州設施基於微生物發酵技術的生物藥原液十四廠(MFG14)已正式獲得cGMP生產放行,以生產微生物衍生產品,並預計增加微生物相關訂單。該行預料,透過擴展,藥明生物能滿足製造生物治療日漸增長的需求。 該行相信,被剔除名單一事或助藥明生物消除其客戶因UVL以致供應鏈中斷和合規問題的擔憂,料這或令新客戶的訂單數量增加;該行上調其2022至2024年度每股盈利預測4%至6%,目標價相應由72元上調至95元,重申「買入」評級。(ca/s) ~
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