里昂:升中国生物制药(01177)目标价至7港元 维持“跑赢大市”评级

智通财经
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智通财经APP获悉,里昂发布研报称,将中国生物制药(01177)2026及27年的收入预测分别上调10.2%及3.9%,净利润预测上调48.1%及15.6%,又将目标市盈率从23倍上调至25倍,以反映带量采购政策对仿制药业务的正面影响,以及创新药物市场情绪显著改善;目标价由4.8港元升至7港元,维持“跑赢大市”评级。

中生制药日前在投资者会议上透露,与多间跨国制药公司达成多项对外授权协议,包括一个即将落实的重点项目。基于丰富的研发管道,公司预期商业拓展(BD)交易的款项将于2025年起成为恒常的盈利来源。展望未来,公司预计每年会推出5种以上的新分子新药,令其创新产品组合将于2027年增加至30种以上。

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