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大行評級|建銀國際:微升百濟神州目標價至152港元 評級“跑贏大市”
建銀國際發表研究報吿指,百濟神州上季及去年的總收入分別按年增67%和74%,達到6.34億美元和24.59億美元,與該行預測基本一致。收入受到期內產品收入強勁增長的支撐,上季及去年分別按年增86%和75%,達到6.31億美元和21.9億美元,其核心產品BTK抑制劑brukinsa(百悦澤)的銷售額亦與該行預期一致。該行維持集團今明兩年的總收入預測,目標價從151.5港元上調至152港元,以反映營運開支與銷售比率。該行仍然對集團前景感到樂觀,維持其“跑贏大市”評級。
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