《大行報告》野村升信達生物(01801.HK)目標價至55.31元 下調今年收入預測
野村發表研究報告指,下調信達生物(01801.HK)2023及24財年的收入預測3%和9%,以反映由於競爭和反腐敗運動(ACC)等因素,Pemazyre、Retsevmo、Sintbilo的銷售額可能低於先前預測;及IBI-376終止。
該行下調2023財年淨虧損預測14%,同時上調2021財年淨虧損預期76%。而對集團2023及24財年的收入預測。而在候選藥物臨床進展的推動下,該行對長期盈利有更高的預測,維持集團「買入」評級,目標價由54.51元上調至55.31元。
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