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《大行報告》富瑞降復星醫藥(02196.HK)評級至「持有」 目標價削至26元
富瑞發表報告指,復星醫藥(02196.HK)第三季收入及純利分別按年增2%及跌16%,扣除BioNTech(BNTX.US)股票的公允值虧損,經調整純利按年增10%,新冠肺炎小分子口服藥物阿茲夫定片,目前被列入中國醫保藥品目錄(NDRL),並每次療程定價540元人民幣。即使內地批准時間表尚未清晰,但截至今年9月,復必泰疫苗在港澳台地區銷量已累計逾3,000萬劑。 由於復必泰疫苗在內地批准無期,該行將復必泰疫苗自復星醫藥估值中剔除,富瑞將復星醫藥目標價由90元大幅下調至26元,並將其評級降至「持有」。
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