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藥明生物(02269.HK)升近6% 行政總裁稱業務回暖速度超過預期
阿思達克 01-15 10:20
藥明生物(02269.HK)今日(15日)輕微高開0.34%後升幅顯著擴大,最高見31.25元。現報31.25元,升5.93%,成交909.27萬股,涉資2.79億元。 藥明生物行政總裁陳智勝上周五(12日)表示,公司業務回暖速度超過預期,近期會見80間公司行政總裁,當中10間公司都在去年12月獲得融資,並且希望與藥明生物進行專案合作;最近一周亦收到很多客戶新簽專案需求,相信今年首季肯定較去年同期狀況要好得多。 他又稱,去年下半年中國生物醫藥產業呈現復甦跡象,ADC計劃有所增加,企業管線授權交易頻傳。由於客戶普遍對前景樂觀,藥明生物將今年新增項目目標從80個上調至110個。不過由於新簽訂單需要6至12個月才能轉化為實際業績,因此去年12月新簽訂單,可能在今年下半年或年底才會體現在收入上。 陳智勝提到,公司去年新增項目132個,非新冠項目數創歷史新高。當中,去年12月新增綜合項目達41個,佔全年的三分之一,為往年同期兩倍。而41個新增項目來自美國、歐洲、中國、日本及南韓等全球主要市場,當中,來自北美、歐洲及中國的新增項目數量佔比分別達55%、14%及25%,單一項目金額均超2,000萬元人民幣。 被問到新增綜合項目數量超過預期時,陳智勝認為,項目數量增長並非源自價格下調,去年12月公司未進行任何價格調整,同期海外客戶的專案價格亦維持穩定。
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