建银国际发表研究报告指,中国生物制药的渠道中有更多创新药获批上市,包括TQB3616(CDK2/4/6)和QP001(COX2)等,该行料其2025至27年各年将分别有3、3及4款重大产品获批。报告提到,近年内地药企的对外授权交易规模较以往高,而中生制药日前亦表示将有一项领先药物的交易即将落实。该行认为这些对外授权交易将为集团带来合共不少于14亿元的前期款项。 该行将2025财年的销售预测上调1.3%,经营开支预测减少1.1%,并将每股盈测上调3.9%;目标价由4.4港元上调至6港元,维持“跑赢大市”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.