《大行》瑞銀上調石藥(01093.HK)目標價至10元 升科濟藥業(02171.HK)目標價至32元
瑞銀髮表報告,指內地及本港上市醫藥股在上半年一系列創紀錄的高價值授權交易及臨牀數據發表的催化下,A股及H股今年分別累計上漲27%及65%。該行認爲具授權潛力和即將公佈臨牀數據的公司仍有上行潛力。
該行把石藥(01093.HK)目標價上調至10元,並重申「買入」評級,認爲預期的授權交易和有效的銷售費用控制尚未在股價反映。該行上調石藥2025至2027年每股盈測分別62%、151%及26%,基於上調產品管線及重心產品收入預測,並降銷售開支預測。
瑞銀把科濟藥業(02171.HK)目標價上調至32元,並維持「買入」評級,基於其內地市場份額增加和開拓海外市場預期上升潛力。該行降其今年純利預測13.1%,因推遲CT041上市時間預測由今年延至明年,並上調明後兩年每股盈測,由原先各0.03元及1.6元人民幣,分別上調至0.4元及2.16元人民幣。
該行予部分醫藥股H股評級及目標價表列如下:
公司?評級?目標價(港元)
石藥(01093.HK)?買入?10元
翰森(03692.HK)?買入?33.3元
中生(01177.HK)?買入?5.6元
先聲藥業(02096.HK)?買入?10.4元
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