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《大行》高盛降默沙東(MRK.US)目標價至94美元 評級「買入」
阿思達克 08-04 11:30
高盛發表報告指,默沙東(MRK.US)次季盈利勝預期,但財務和前景的更新較為複雜。在最受關注的增長動力方面,注意到Gardisal專營權在中國和美國持續存在不確定性。目標價由99美元降至94美元,以反映模型更新,以及因加衛苗(Gardasil)的持續不確定性和近期催化路徑而調降的估值倍數。評級「買入」。 高盛再次下調對加衛苗預測並仍大幅低於市場預期。好消息是公司主要新產品週期Winrevair的表現仍然完好,且管理層重申樂觀預期,來自潛在的適應症擴展以及HYPERION試驗的詳細數據,兩者都預計在今年稍後時間進行。
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