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《大行報告》大和:對今年中國醫療保健樂觀 首選藥明康德(02359.HK)及信達生物(01801.HK)
大和發表研究報告,表示對今年中國醫療保健行業發展持樂觀態度,看好四大投資主題,當中包括反貪腐常態化下公立醫院恢復採購;創新藥物迎來更好的發展環境;今年全球或進入減息周期,有利於生物科技行業投資情緒;以及中國創新產品加快融入全球市場。 該行首選股藥明康德(02359.HK)及信達生物(01801.HK),均予「買入」評級,目標價分別為105元及58元。另外大和亦預期康方生物(09926.HK)的AK112與Keytruda的肺癌對比數據將出爐。 大和表示,今年上半年更看好生物科技及製藥公司,而非CRO行業,預期資金和訂單需求要迎來拐點仍需要一段時間。
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