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《大行報告》中金重新覆蓋中生製藥(01177.HK)予「跑贏行業」評級 目標價4.5元
阿思達克 08-08 13:45
中金發表研報指,重新覆蓋中生製藥(01177.HK),並給予「跑贏行業」評級,指出集中採購政策的影響預期已逐步消退,預計仿制藥業務未來有望保持中低單位數增幅。 中金指出,中生製藥旗下創新藥產品陸續進入收成期,增長迅速,為2022年度收入貢獻約23%的三款創新藥安羅替尼、天晴甘美及PD-1當中安羅替尼聯合PD-(L)1等仍有較大空間拓展新適應症,隨著研發投入持續增加,多款獲批上市的產品高峰銷售額可達10億至20億元人民幣,以及未來幾年仍有多款新產品上市,看好其管線潛力。 該行預測中生今明兩年經調整每股盈利將達到0.16及0.18元人民幣,給予目標價4.5元,對應今明兩年經調整預測市盈率23.6及20.4倍。
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