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《大行報告》麥格理升信達生物(01801.HK)目標價至37元 料去年業績勝預期
阿思達克 03-13 10:50
麥格理發表報告指,由於成本控制,預計信達生物(01801.HK)去年的淨虧損將較預期為好,估計集團將於2025年重返錄盈利的軌道,並相信肺癌新藥PD-1抗體信迪利單抗(Tyvyt)是關鍵推動力。 該行表示,集團的治療肥胖新藥「Mazdutide」可成催化劑,集團或會於今年上半年在中國提交上市申請,並或於今年第四季至明年第一季獲得批准,但亦預期該藥將面臨激烈的競爭。 麥格理升信達生物股份目標價,由34元升至37元,維持「中性」評級,同時調整集團2023年至2025年盈利/虧損預測,分別升41%、升304%及降88%。
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