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《大行報告》德銀首予石藥(01093.HK)「買入」評級 目標價11.8元
阿思達克 08-03 10:24
德銀發表研究報告指出,石藥(01093.HK)是中國領先的製藥企業,專注於開發、製造和銷售創新藥、仿製藥和原料藥。公司大部分的現有旗艦產品如恩必普(NBP)、玄寧和多美素,佔去年公司總收入逾50%,是推出超過十年的藥物。該行預期該些產品的增長和重要性,將於未來三年逐步消退,但新產品可能將成為集團新的催化劑。 該行指出,石藥的新產品如多恩達(DUOENDA)、伊立替康脂質體注射液(Irinotecan liposome)及mRNA疫苗可能填補舊有產品的不足。另認為隨著新產品的潛在發行及順利上市,相信市場將對公司價值重估,淡化負面情緒。該行首予石藥「買入」評級,目標價11.8元。
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