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《大行報告》子企自未經核實名單移除 野村維持藥明生物(02269.HK)「買入」評級兼行業首選
阿思達克 10-10 10:46
野村發表研究報告指,藥明生物(02269.HK)子公司已被美國從未經核實名單中移除,該行認為,公司子企從名單中移除或會為公司帶來很大程度的緩解,亦為其另一子公司上海藥明生物技術帶來利好因素,目前其上海基地檢查已因新冠疫情而被推遲。 該行表示,基於中美關係持續緊張,目前投資者對CXO醫藥行業持審慎態度,而這個消息將利好藥明生物和整個行業。該行看好集團在中國生物藥物研發及製造(CDMO)市場的長期可持續增長和領先地位,予集團為行業首選,維持其「買入」評級及目標價97.78元。
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