《大行》里昂升泰格醫藥(03347.HK)目標價至62.6元 評級「跑贏大市」
里昂發表研究報告指,隨著2025年上半年中國創新藥市場情勢好轉,泰格醫藥(03347.HK)股價年初至今已上漲83%。鑑於目前牛市市況,該行預料生物科技融資將有所改善,並相信泰格醫藥的投資收益將超過其核心業務的臨床服務費。
該行預料,泰格醫藥次季銷售呈單位數按年正向增長,而去年首季至今年首季的五個季度則錄按年下跌;另料經營利潤率按季有所改變。又預期由次季起,新訂單持續按季改善。
此外,該行維持對泰格醫藥2025至2027年的收入及經營溢利預測不變,料收入增長7%至9%,淨利潤分別上調31%、30%及30%,目標價由34.2元上調至62.6元,維持「跑贏大市」評級。
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