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研報掘金|中金:上調信達生物目標價至50港元 腫瘤管線產品積極數據披露
格隆匯 06-18 13:40

中金髮表報吿指,信達生物近期於2024年ASCO大會及ESMO Plenary披露三項腫瘤管線產品積極數據,臨牀數據積極讀出疊加公司高效臨牀推進策略,認為公司腫瘤管線有望不斷充實,建議關注IBI363等腫瘤產品未來進一步數據披露。

報吿指,去年信達生物三費控制良好,研發費用按年下降22%,管理費用按年下降10%,銷售及市場推廣費用按年降低6.9個百分點,產品端收入穩中有升,預計明年公司將有多款慢病產品開啟收入兑現。建議積極關注公司報表端向好趨勢。

中金維持對信達生物今明年收入及盈利預測不變,維持“跑贏行業”評級,由於公司管線臨牀數據持續兑現,認為管線價值潛力提升,上調目標價4.2%至50港元。

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