《大行報告》富瑞下調石藥(01093.HK)目標價至8.2元 ADC/GLP-1/mRNA為下一個驅動因素
富瑞發表報告指出,石藥(01093.HK)首三季收入按年增長2%至240億元人民幣,純利升1%至45億元人民幣;第三季收入按年增長3%,純利持平。
該行認為,由於石藥受降價的影響較小,加上新產品的貢獻,該行預期公司2023至2025年複合年均增長率為12%。另預期公司下一個驅動因素將來自其抗體藥物偶聯物(ADC)、胰高血糖素樣(月太)-1(GLP-1)和mRNA/雙鏈小干擾RNA(siRNA)的研究成果。
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