《大行報告》麥格理首予榮昌生物-B(09995.HK)「跑贏大市」評級 目標價68元
麥格理發表報告,首次覆蓋研究榮昌生物-B(09995.HK),予其股份「跑贏大市」評級,目標價68元。
該行認為,今年中國國家醫保目錄的藥品降價幅度料溫和,可為榮昌生物的銷售表現提供推動力。而集團在其A股激勵計劃中定下積極銷售目標,於2027年的收入目標為50億元人民幣,是去年收入8億元人民幣的六倍,意味年均複合增長率超過45%。若其雙靶向融合蛋白藥物泰它西普(RC18)表現良好,麥格理認為有關目標能夠達成。
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