智通财经APP获悉，摩根士丹利发布研报称，对中国医药行业持乐观态度，因国内推出一系列有利政策，包括对创新的全方位支持。另外，大多数国内医药公司对美国出口的依赖低，令该行业受地缘政治和美国药品定价不确定性的影响相对较低。该行指，尽管遗留药品(legacy drugs)仍会继续拖累很多公司的短期增长，贡献亦已很低，但这些遗留药品逐渐退场，可以让投资者重新评估公司的产品管道价值和催化剂。
该行将翰森制药(03692)目标价由25港元升至29港元，维持“增持”评级，因其拥有优质产品组合，增长前景良好;中国生物制药(01177)目标价由4.6港元升至4.9港元，维持“增持”评级，因其领先行业增长，今年内亦有丰富催化剂;石药集团(01093)目标价由6.7港元升至6.8港元，因其管道被低估;对以上股份均予“增持”评级。
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