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《大行報告》摩通:市場對百濟神州(06160.HK)涉侵權案反應過度 重申「增持」
百濟神州(06160.HK)旗下產品百悅澤(BRUKINSA)被指控專利侵權。摩根大通發表報告指,據與百濟神州(06160.HK)團隊了解,百濟神州強調產品是原創,將對這些指控作積極的辯護。該行重申對集團「增持」評級,目標價182元。 該行預計,等待訴訟和潛在解決方案可能是一個多年的過程,根據類似案件結果,適當的專利費支付料會是潛在最壞情況,因此認為目前股價是市場反應過度。
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