港股異動丨藥明生物高開15%,上調今年藥物開發業務新增項目目標至110個
藥明生物(2269.HK)跳空高開15%報32.2港元。藥明生物公佈,上調今年藥物開發業務新增項目目標,由80個提升至110個。集團表示,生物技術融資放緩,對去年首季新增項目數量影響最大,但下半年已強勁復甦,目前已有幾個潛在重磅藥物,有望帶來巨大增長空間,預期下季業務開始持續向好。藥明在一個活動上披露若干營運數據及指引,提到去年新增132個項目,項目總數達到698個,認為合約訂製服務(CMO)項目有助提升公司近期收益。公司預計,商業化項目將在未來貢獻更多收入,當中,有望每年貢獻逾2億美元收入的項目有7個,貢獻5000萬至2億美元的項目有18個。另外,集團預計,今年愛爾蘭生產基地有望收支平衡,較預期提早1年,受惠今年將有大量商業化生產需求。還值得注意的是,公司昨日預吿,將於今日出席第42屆年度摩根大通醫療健康大會,會上將進行包含公司業務營運的若干資訊的簡報。藥明生物稱,如簡報中所披露,公司的業務及財務狀況依然強勁,於2023年新增132個項目,項目總數達到698個(其中包括9個III期及商業化“贏得分子”項目,以及24個CMO項目)。該等項目驗證了客户對公司的CMO能力及規模的信任及認可,CMO項目數的增加將進一步提升公司近期收益。藥明生物還稱,透過“跟隨分子”策略以及提升建立多個技術平台以賦能多種技術的能力,公司有信心在2024年繼續實現穩健增長,並對未來充滿信心。

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