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《大行》里昂升信達生物(01801.HK)目標價至111.4元 中績勝預期
阿思達克 09-01 11:38
里昂發表研究報告,信達生物製藥(01801.HK)中期業績勝預期,上半年銷售按年升50.6%,按年扭虧爲盈,純利達8.34億元人民幣,勝於預期。集團已獲覈準的GLP1雙激動劑和即將上市的IL-23將進一步推動其盈利增長,而被備受矚目的PD-1/IL-2藥物IBI363已準備好進行鍼對I/O復發鱗狀非小細胞肺癌的全球MRCT試驗,其CLDN18.2 ADC也正在針對胰臟癌進行第二次MRCT試驗。 該行指,將今年、明年及2027年銷售預測上調2.7%、0.8%及2.8%,各年淨利潤預測分別上調90.4%、25.3%及25.3%,其目標價由108.4元上調至111.4元,其評級爲「跑贏大市」。
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