大行评级|瑞银:上调恒瑞医药H股目标价至87.3港元 维持“买入”评级

格隆汇
11 Jul

瑞银发表研究报告指,恒瑞医药有8只新获批新药今年有资格于国家医保药品目录谈判,并有更多新适应症获准。有几款有实质销售的仿制药今年仍未被纳入集采,但预期未来几年有机会被纳入。研发方面,公司料下半年将会释出一系列数据,包括HER3 ADC和CDK4。 该行料公司上半年收入按年升21.2%,盈利升30.4%,较市场预期分别高出11.2%及7.7%。该行又指,留意到该期恒瑞医药H股股价上升,因公司即将公布业续,市场情绪较高涨,但H股仅占公司已发行股份的3.89%,基于供需紧张,将H股目标价由76港元上调至87.3港元,维持“买入”评级。

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