金吾财讯 | 翰森制药(03692)走势强劲，截至发稿，涨5.71%，报22.2港元，成交额2.44亿港元。招商证券发报指，公司去年下半年业绩超预期，受益于创新药业务和BD合作双轮驱动，肿瘤与抗感染板块成主要增长引擎。营运效率持续改善，研发支出保持高位。全年分红率42%。该行看好阿美乐在内的核心产品的强劲增长以及自有管线的研发前景，同时翰森制药也正在通过高效的BD合作为其管线输送新鲜血液。企业盈利能力的良好可预见性和管线研发的不断兑现将是未来重要的估值重估催化剂。维持公司增持评级和目标价26.5港元。大摩发研称，公司去年业绩符预期，但阿美乐销售峰值指引上调与今年销售指引带来惊喜，阿美乐高峰销售进一步从60亿元人民币上调至80亿元人民币，并设定今年60亿元人民币销售目标，表明该行先前预估有上望空间，且今年增长将加速。管理层预计今年产品销售将实现双位数增长，其中创新药将实现25%增长。公司亦迅速向慢性病领域多元化发展，从2027年起将有高价值药物获批。该行维持公司“增持”评级，目标价由原先24港元升至25港元。
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