中金发表研究报告指，先声药业创新管线持续推进，对外授权进展顺利。先声药业日前宣布其全球新一代抗失眠药科唯可(盐酸达利雷声片)获国家药监局批准上市，且未被作为精神药品管制。科唯可展示优秀临床数据，解决现有药物临床痛点，具备BIC潜力。先声药业与NextCure达成战略合作，共同开发SIM0505(CDH6 ADC)，自研三抗SIM0500完成第一期美国首例患者给药。 该行基本维持对先声药业2025和2026年盈利预测不变，当前股价对应2025和2026年的21.8倍及19.5倍市盈率。考虑板块估值中枢上行，中金上调对其目标价45.5%至12.8港元，对应预测2025和2026年市盈率分别24.9倍及22.3倍，维持“跑赢行业”评级。
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