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《大行報告》高盛上調信達生物(01801.HK)目標價至55.76元 評級「買入」
阿思達克 08-25 10:28
高盛發表研究報告指,信達生物(01801.HK)上半年收入按年增長21%至27億元人民幣,當中產品銷售額增長20%至24.6億元人民幣,大致符合該行預測的27.2億及25.3億元人民幣。 該行指出,信達生物上半年銷售復甦主要是由於信迪利單抗(Tyvyt)的銷售於第二季加快所帶動,除信迪利單抗及其他生物仿製藥產品外,預期今年下半年至明年將獲得批准及上市銷售的藥物,包括去年獲批的PCSK9抑制劑他福萊西單抗等五種藥物,將可為公司銷售額增長作出更大的貢獻。 信達生物上半年虧損收窄,高盛認為是營運效率持續提升所致,但由於部分產品進入臨床後期及關鍵研發階段,相應調整2023至2025財年預測,每股盈利預測調整為0.65、0.79及0.05元人民幣,目標價則從54.61元升至55.76元,評級為「買入」。
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