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《大行》美銀證券升信達生物(01801.HK) 目標價至106.9元 重申「買入」評級
阿思達克 08-29 11:35
美銀證券發表研報指出,信達生物(01801.HK)今年上半年總收入及產品收入分別達60億與52億元人民幣,按年增長50.6%及37.3%。考慮到信達生物旗下藥物IBI363在中國的順利進展,將IBI363自2028年起調整後的海外收入納入模型,並上調其在中國的銷售成功率(PoS)。 該行又將信達生物的taletrectinib及mazdutide肥胖適應症的銷售成功率上調至100%,因該些藥物已於今年上半年獲批。該行還上調信迪利單抗的高峯銷售預測,因其市場份額持續增長。 美銀證券將信達生物今明兩年毛利率預測分別上調0.6至0.8個百分點,考慮到其效率提升;並將目標價從70.1港元升至106.9港元,重申「買入」評級,看好其穩健的研發能力及豐富的管線組合。
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