《大行報告》美銀證券下調翰森製藥(03692.HK)目標價至11.9元 評級「跑輸大市」
阿思達克 07-11 10:01
美銀證券發表研究報告指出，翰森製藥(03692.HK)的甲磺酸阿美替尼片、甲磺酸氟馬替尼片、聚乙二醇洛塞那(月太)及艾米替諾福韋片於5月份的銷售額分別為1.42億、3,810萬、2,650萬、3,190萬及570萬元人民幣，按年各增長72.9%、79.9%、112.5%、205.7%及221.4%，按月各增13.1%、15.8%、4.5%、0.4%及38.1%。
此外，公司涉及帶量採購(VBP)的藥品中，歐蘭寧、伊馬替尼、頭孢地尼、培美曲塞、沙格列汀、達比加群酯、硼替佐米、瑞格列奈及替加環素5月份銷售額分別為4,560萬、1,580萬、430萬、2,770萬、290萬、350萬、1,540萬、810萬及1,000萬元人民幣，按年增長11.4%、跌12.8%、增長11.6%、增長0.7%、增長92.4%、跌9.4%、跌13.6%、跌25.4%及跌63.5%，按月變化分別為跌5.1%、升11.9%、升36.3%、跌15.4%、升10.2%、跌0.5%、跌8.8%、跌14.2%及跌4%。
該行認為，由於翰森製藥的帶量採購相關產品銷售放緩，公司首五個月的樣本銷售額僅按年增長1.6%。因此，該行下調公司2023至2025年的銷售預測，目標價由13.1元下調至11.9元，基於未來降價壓力，重申對其「跑輸大市」評級。
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