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《大行報告》高盛下調諾誠健華-B(09969.HK)目標價至20.28元 評級「買入」
高盛發表報告指,諾誠健華A股(688428.SH)於9月22日在上交所科創板上市,集資27.8億元人民幣,維持對其H股(09969.HK)「買入」評級,目標價則由26.14元降至20.28元,反映A股集資和新增股數。 該行表示,集團的BTK抑制劑「奧布替尼」在內地的商業化執行穩健,料今年銷售達5億元人民幣,明年進一步升至9億元人民幣。另外,集團有強勁的未來產品線,並未於目前估值中反映,且在充滿挑戰的融資環境下,其仍有強大的資產負債表。
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