《大行報告》野村下調藥明生物(02269.HK)目標價至86.86元 評級「買入」
野村發表研究報告指,藥明生物(02269.HK)管理層在投資者日中將今年新簽署綜合項目目標數量從之前指引的120個降低至80個。據管理層稱,內地生物技術市場情緒疲弱仍在繼續,而美國及歐盟市場則有改進。管理層表示,藥物開發業務今年以來增長逾200%。發展銷售因市場需求萎縮面臨一些挑戰,惟很可能被後期銷售和製造項目抵銷,因為公司今年迄今贏得了後期項目。
該行將藥明生物(目標價由94.91元下調至86.86元,予「買入」評級。
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