《大行報告》建銀國際微升信達生物(01801.HK)目標價至54.3元 前景穩定
建銀國際將信達生物(01801.HK)目標價由54.2元略爲上調至54.3元,維持「跑贏大市」評級,認爲其前景穩定,具有良好催化劑,去年全年及下半年業績均勝預期,基於穩定的生物科技基本因素,屬該行在內地健康護理及生物科技範圍的首選。
該行認爲,其肺癌藥Tyvyt在國家醫保目錄有多一項治療適應症,而毋須大幅下調售價,相信公司今年可以保持產品銷售額增長,按年增幅估計爲23%,而其他藥物的推動力亦將提升,商業化過程持續推進,大致維持其收入預測不變。
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