金吾财讯 | 中国生物制药(01177)逆市上涨，截至发稿，涨2.09%，报3.42港元，成交额6830.93万港元。隔晚公司公告，公司自主研发的国家1类创新药"罗伐昔替尼(Rovadicitinib)"用于治疗慢性移植物抗宿主病(cGVHD)的Ib/IIa期临床研究结果已发表于国际血液学领域顶级期刊《血液》(Blood，IF:21.0)。摩根士丹利将其目标价从4.5港元上调2%至4.6港元，维持“增持”评级。大摩对中国生物制药2024年销售额预测下降1.2%，主要源于医保限制趋严下药品Ganmei销售表现不佳。值得注意的是，由于Pertuzumab生物相似药已于2024年12月获批，CDK2/4/6也将于2025年获批，基于此，大摩预计中国生物制药在2024-2025年的销售额将分别增长2.2%和3.7%。纯利层面，大摩上调了公司纯利预测11%，背后的关键因素是来自科兴生物约7亿元人民币的股息收入。不过，因略微上调销售成本预测，在2025-2026年，其纯利预计每年分别增长0.5%。
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