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《大行報告》高盛首予金斯瑞生物科技(01548.HK)「買入」評級 目標價29.34元
高盛發表報告,首予金斯瑞生物科技(01548.HK)「買入」評級,目標價29.34元,認為公司在捕捉細胞與基因治療(CGT)全球市場的增長機會,具有良好定位,其子公司金斯瑞蓬勃生物(GenScript ProBio)在本地CGT生物藥研發生產(CDMO)的市場份額持續提升,排名首三位當中,旗下傳奇生物(Legend Biotech)正成為全球CGT行業龍頭,生物科技業務提供可持續增長及現淦流,酵素(enzyme)業務具有上升潛力。 該行認為,公司持續投資於產能擴充,能夠捕捉整體市場增長機會及提升市場份額。
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