《大行報告》野村降百濟神州(06160.HK)目標價至150.6元 上調收入預測
野村發表報告指,維持百濟神州(06160.HK)「買入」評級,目標價由162.05元下調至150.6元。該行分別上調集團2023及24財年收入預測7.8%和6.4%,至25億及28億美元,又下調期內淨虧損預測35.7%及23.8%(意味盈測向好修訂),以反映高毛利藥品銷售上升、「醫藥反貪腐」期間促銷活動有限,令銷售費用下降、合作收益利潤率擴大及與BMS仲裁解決帶來的一次性收入。
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