大行評級|美銀:上調再鼎醫藥目標價至19.38港元 維持“買入”評級
美銀證券發表報吿指,再鼎醫藥次季商業化表現穩健,由於銷售表現穩健,且研發進度如期推進,目標價由16.28港元升至19.38港元,維持“買入”評級。報吿指,考慮到旗下藥物VYVGART/NUZYRA/QINLOCK在納入國家醫保藥品目錄後的強勁增長,調高2024年以後的營收預測。此外,基於公司管線進展,相應更新POS和營收預測。由於營收組合改變,下調短期毛利率預測。
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