《大行報告》瑞信下調和黃醫藥(00013.HK)目標價至37.2元 評級「跑贏大市」
瑞信發表報告指,和黃醫藥(00013.HK)去年下半年收入和純利分別較該行預期高6%和4%。,維持對其保持「跑贏大市」評級,將其目標價由38.13港元下調至37.2港元。
該行指,和黃醫藥2022財年腫瘤/免疫業務綜合收入達到1.64億美元,按年增長37%,略低於該行預期,但符合之前1.6至1.9億美元的指引。展望2023財年,管理層指引腫瘤業務綜合收入為4.5至5億美元,包括部分確認武田(Takeda)4億美元預付款。和黃醫藥管理層亦指引2023財年的腫瘤藥物銷售將出現類似於2022財年63%的增長,高於該行預期。
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