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研報掘金|中金:上調信達生物目標價至66港元 重申“跑贏行業”評級
格隆匯 05-08 10:14

中金髮表研究報告指,信達生物首季產品收入逾24億元,按年保持40%以上增長,符合預期。此外,集團預告將會在2025 ASCO年會讀出多個重磅數據,包括七項口頭報告。

該行相信,信達生物商業化產品不斷豐富,預計今年收入將維持第一季的強勁增長趨勢,維持集團今明兩年的純利預測4.72億及12.98億元,重申“跑贏行業”評級。該行考慮到集團IBI363 PoC數據成熟及ADC管線進展,可望解鎖更多全球商業化空間,將目標價上調12.2%至66港元。

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