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大行評級|高盛:上調再鼎醫藥目標價至42.01港元 重申今年是公司發展里程碑年
格隆匯 03-03 14:51

高盛發表研究報告指,再鼎醫藥2024年第四季銷售表現符合預期,收入按年增長66%至1.085億美元,符合該行預期的1.08億美元,各項產品收入表現均符合高盛預測。該行相信,公司去年優化商業團隊所帶來的短期影響已消散,預測2025財年艾加莫德(Efgartigimod)收入將達到10億元。

該行重申2025年是再鼎醫藥發展里程碑年,虧損預期將持續收窄,預計至今年第四季可實現盈利,關注bemarituzumab、TIVDAK及Optune等產品的新藥上市申請進展,給予“買入”評級,H股目標價從40.4港元上調至42.01港元。

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