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《大行》中銀國際升中生製藥(01177.HK)目標價至7.7元 重申「買入」評級
阿思達克 07-21 11:00
中銀國際發表研究報告指,中生製藥(01177.HK)宣布以逾5億美元淨額收購禮新醫藥近95.09%股份,完成交易後擁有8個臨床階段候選藥物的禮新將成為其間接全資子公司。 考慮到禮新醫藥多項資產在全球市場擁有一定潛力,中銀國際預期中生製藥有1至2宗授權交易變得更具可見性。該行又關注中生製藥自研資產的發展機會,例如PDE3/4抑制劑、JAK/ROCK抑制劑及HER2雙特異性ADC等,計及潛在業務發展收入,輕微調整今年藥品銷售預測,認為管理層給予的雙位數按年增長指引可望實現,重申「買入」評級,目標價由4.5元上調至7.7元。
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