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《大行報告》建銀國際下調百濟神州(06160.HK)目標價至150元 評級「跑贏大市」
建銀國際發表報告指,百濟神州(06160.HK)旗下產品替雷利珠單抗百澤安(TEVIMBRA)獲歐盟委員會批准,並符合該行預期於第三季末獲批。該行表示,由於製藥商的營銷情緒轉向雄心勃勃,預料由第三季起,內地醫院所有一般採購將會推遲。該行表示,將公司今年、明年及2025年的各年收入預測分別下調14%、8%及3%,至分別19億、25億及37億美元。 報告將百濟神州今明兩年淨虧損預測各上調8%及38%,至分別13億及8.62億美元;而2025年則料虧損8.27億美元,原先料2025年扭虧。該行將其H股目標價由158元下調至150元,維持其評級為「跑贏大市」。
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