《大行》瑞銀升恆瑞醫藥(01276.HK)目標價87.3元 續籲「買入」
瑞銀研究報告指,恆瑞醫藥(01276.HK)有8隻新獲批新藥今年有資格於國家醫保藥品目錄談判,並有更多新適應症獲准。有幾款有實質銷售的仿製藥今年仍未被納入集採,但預期未來幾年有機會被納入。該行料新藥推出可抵消已納入集採仿製藥的收入下降。研發方面,公司料下半年將會釋出一系列數據,包括HER3 ADC和CDK4。
該行料公司上半年收入按年升21.2%,盈利升30.4%,較市場預期分別高出11.2%及7.7%。該行又指,留意到該期恆瑞醫藥H股股價上升,因公司即將公布業續,市場情緒較高漲,但H股僅佔公司已發行股份的3.89%,基於供需緊張,將H股目標價由76元升至87.3元,維持「買入」評級。
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