智通财经APP获悉，野村发布研报称，维持药明康德(02359)目标价84.59港元及“买入”评级。野村指，6月2日药明康德管理阶层出席在新加坡举行的2025年野村亚洲投资论坛(NIFA)。在为期一天的非交易路演(NDR)中，投资者主要集中关注地缘政治对公司的影响、旗下药物GLP-1相关业务及AI对公司业务的影响。
管理层承认公司在2024年上半年经历了业务的最大冲击，如果没有这些冲击，公司业务的增长速度会更快。由于《生物安全法案》去年未能通过，管理层认为最糟糕时期已经过去。关于药品关税上调的可能性，管理阶层指出，2024年公司仅有约10%的收入来自运往美国的“潜在”商品。
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