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大行評級|瑞銀:上調信達生物目標價至66.3港元 重申“買入”評級
格隆匯 04-14 12:29

瑞銀髮表報告,在不確定性下,投資者對信達生物公司業務營運及中國生物技術行業前景看法總體上積極。管理層和投資者均認爲,當前地緣政治環境對公司影響可能微乎其微,基於公司尚未有海外產品銷售,美國對藥品徵收關稅可能有助於信達產品獲得市場份額,目前對與美國生物製藥公司的授權許可活動尚未產生影響,以及若在美國市場遇到挑戰,公司可能專注於歐洲的業務拓展。

報告指,公司維持2027年實現200億元產品銷售目標,並計劃2030年將5個候選藥物推進至全球三期試驗。該行預計公司有多個催化劑,包括2025年預計可能實現國際財務報告準則下的收支平衡,多款藥物今年上市,以及多個候選藥物潛在數據讀出。該行上調對信達生物2025年至2027年收入預估,目標價由59港元上調至66.3港元,重申“買入”評級。

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