You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
研報掘金丨國泰君安:首予信立泰“增持”評級,目標價35.33元
格隆匯 03-11 17:08

國泰君安研報指出,信立泰(002294.SZ)專注於心血管慢病領域,集採對仿製藥業務影響逐步出清,多款創新產品步入收穫期,JK07(心衰)具備BD 潛力,S086(高血壓)及恩那度司他(腎性貧血)未來有望加速放量,創新藥收入佔比將逐步提升,創新轉型加速。綜合相對估值法和絕對估值法,給予目標價35.33元,首次覆蓋,給予“增持”評級。恩那度司他作為國產首家HIF-PHI 藥物將嶄露鋒芒。我國有超過6000 萬腎性貧血患者,根據藥渡數據,羅沙司他2023年國內銷售額達19.23億元。恩那度司他將打破羅沙司他在HIF-PHI 藥物領域的市場壟斷,依託其精準、高效、適度、穩定和簡便的優勢,有望迅速取得市場份額,我們預計恩那度司他銷售峯值18 億元,看好公司創新管線兑現。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account