《大行》交銀國際上調石藥(01093.HK)目標價至7.2元 維持「中性」評級
交銀國際發表研究報告指,石藥集團(01093.HK)首季業績持續受壓,撇除BD收入後收入按年下跌30%,當中,成藥業務下跌37%,抗腫瘤類產品銷售額下跌66%,中樞神經系統(CNS)亦跌近30%。但憧憬公司今年有望達成三項大型海外授權交易,每項或涉及超過50億美元,加上恩必普加強推廣、多美素獲集中採購及公司渠道去庫存影響減少等,該行預料石藥未來將確認更多BD收入,維持「中性」評級,目標價從5.8元上調至7.2元。
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