《大行報告》高盛下調石藥(01093.HK)目標價至10.32元 評級「買入」
高盛發表報告指,石藥集團(01093.HK)第三季業績略遜,腫瘤科業務疲軟,但管理層指引今明兩年撇除疫苗外的銷售增長有雙位數,新冠疫苗具潛在上行空間,維持予「買入」評級,目標價由10.87下調至10.32元。另降今年盈測4.4%,明後兩年則分別升2.1%及0.6%,以反映腫瘤科藥物銷售略為疲軟。
報告指,石藥強調鑒於關鍵材料是由內部生產,其mRNA疫苗可能具有成本優勢。目前年產能已達到5億劑,預計到年底將擴大到15億劑。
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