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《大行》瑞銀升三生製藥(01530.HK)目標價至41元 看好SSGJ-707銷售表現
阿思達克 07-28 12:36
瑞銀發表研報指,三生製藥(01530.HK)年初至今股價累升逾3.7倍,主要受PD-1/VEGF雙特異性抗體SSGJ-707強勁表現的推動。瑞銀將該產品在中國及海外市場的風險經調整高峰銷售預測分別上調24%及117%,至41億及414億元人民幣。 瑞銀目前預測2024至2034年間三生製藥收入及淨利潤年均複合增長率將達到13.5%及16%,管理層亦透露2025年有機產品收入增幅將達到雙位數。該行又指,三生製藥並沒有參與第十一輪國家藥品集採,在行業中風險屬最低。基於SSGJ-707更高銷售預期,將目標價從30元上調至41元,維持「買入」評級。
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