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《大行報告》中金首予翰森製藥(03692.HK)「跑贏行業」評級 目標價16元
阿思達克 10-18 14:22
中金髮表報告,首次覆蓋研究翰森製藥(03692.HK),予其股份「跑贏行業」評級,目標價16港元,預計公司今明兩年每股盈利分別爲0.46及0.52元人民幣,對應按年增速爲1%及12.2%。 該行表示,目前公司已有至少6個新藥品種獲批上市,1款新藥處於上市審評階段,預計未來公司創新品種有望維持較高增速。以內地市場計,核心產品阿美樂(三代EGFR抑制劑)有望實現60億元人民幣以上的銷售高峯,孚來美(長效GLP-1)有望實現20億元人民幣以上銷售高峯。 此外,中金稱公司已就阿美樂海外市場權益與EQRx達成了合作,今年6月EQRx在英國遞交阿美樂上市申請,邁出海外商業化的第一步。
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