智通财经APP获悉，瑞银发布研报称，上调对翰森制药(03692)目标价由22.1港元升至24港元，评级“买入”。该行上调对公司今明两年每股盈利预测11%及9%。该行认为翰森股价的关键催化剂，包括Ameile今年上半年获辅助适应症批准，以及葛兰素史克今年第四季启动HS-20093(B7-H3)关键研究。
报告指，公司创新药贡献占比从2023年的68%升至去年的77%，公司料相关比例在今年升至逾八成，2027年创新药销售达100亿人民币。管理层目标今年Ameile销售60亿人民币，受惠适应症扩展和组合使用场景支持，又估计Ameile高峰销售或达到80亿人民币。
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