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《大行報告》交銀國際升康方生物(09926.HK)目標價至70元 去年業績強勁
交銀國際發表報告指,康方生物(09926.HK)去年業績強勁,收入45.3億元人民幣,按年增長440%,其中卡度尼利銷售額13.6億元人民幣,按年升149%,略超出該行預期的13.1億元人民幣。去年首次實現全年盈利19.4億元人民幣,扣除一次性技術授權即合作收入的影響後,淨虧損7.9億元人民幣,相比2022年的14.3億元人民幣虧損已有明顯收窄。截至去年底,現金儲備49億元人民幣,為後續全球範圍內的臨床研發奠定堅實基礎。 報告指,今年是公司重磅催化劑集中落地的一年,有望迎來三款創新藥獲批,目標價由67元上調至70元,考慮到領先行業的研發和商業化執行力、重磅催化劑落地的能見度、以及40%的潛在股價升幅,維持「買入」評級,並繼續將公司視為行業首推標的之一。(cy/u) ~
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