《大行報告》野村降信達生物(01801.HK)目標價至45.73元 評級「買入」
野村發表報告指,由於醫院病流量低過預期,將信達生物(01801.HK)2023財年收入預測下調9%,淨虧損預測相應上調25%。
另外,考慮到內地市場激烈的競爭,該行下調信迪利單抗和生物仿製藥資產組合長期收入預期。目標價亦由54.72元降至45.73元。但仍維持「買入」評級,以反映其充裕的現金和上市產品銷售將幫助公司渡過目前「生物技術寒冬」,超越規模較小的生物技術同行,而且與肥胖/糖尿相關的在研藥IBI-362備受市場注目,具有一鳴驚人的潛力。
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