《大行報告》中金:石藥(01093.HK)第三季業績符預期 靜待mRNA疫苗進展
中金發表報告指,石藥(01093.HK)第三季業績符合預期。此外管理層維持全年業績指引,並預計明年收入、淨利潤和研發費用均將有雙位數增長,好於市場預期。該行基本維持核心盈利預測不變,維持「跑贏行業」評級和11.3元目標價。
報告指,靜待石藥mRNA疫苗進展,目前mRNA疫苗完成2期臨床,數據已提交緊急使用申請。公司表示已具備成熟生產工藝,核心原材料實現自主生產,成本優勢明顯。此外公司也在部分海外國家組織Ⅲ期序貫免疫試驗。產能方面,當前每年5億劑,公司預計今年底可以達到每年15億劑。公司表示另有兩款小分子處於臨床前研發階段,分別是用於重症患者清除炎症因子的JAK抑制劑和用於輕中度患者的抗病毒分子。
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