《大行報告》高盛上調默沙東(MRK.US)目標價至120美元 評級「買入」
高盛發表研究報告指,默沙東(MRK.US)日前公布去年第四季業績,績後股價表現跑輸大市,認為是一個較吸引的買入機會,目標價由118美元上調至120美元。
該行指出,癌症免疫療法單抗Keytruda的銷售額略低於該行及市場預期,但該產品近日於非小細胞肺癌(NSCLC)輔助治療方面獲批,管理層預期增長將會循序漸進。
高盛又指,默沙東對疫苗業務的前景持積極態度,在產能提升下Gardasil(子宮頸癌疫苗)今年增長速度將加快。憧憬即將舉行的美國心臟病學學院(ACC)會議上分享的重要臨床數據、已商業化產品持續釋放潛力,以及公司過往的穩健財政能力,將繼續帶來增長動力,同時預期默沙東在業務發展及併購方面的資本配置戰略,將為股東帶來價值,預測今年將進行約40億美元的回購,重申「買入」評級並列入確信買入名單。
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