摩根士丹利发表研究报告指，药明康德上半年收入及经调整净利润分别按年升21%及44%，较该行预期高5%及15%，反映次季分别升20%及48%。管理层将全年收入增长指引上调至13%到17%，意味收入介乎425亿至435亿元。考虑到连续两季收入维持逾20%按年增速，该行认为公司上调全年收入的举措，既展现对下半年业绩的信心，亦为应对去年下半年的高基数预留缓冲空间。 该行又料TIDES业务将成为全年业绩关键驱动因素，该业务上半年收入按年增1.42倍至50亿元，占化学业务总收入比重超过30%，相当于公司整体收入的24%；预计固相多肽合成产能将在2025年内实现倍增。该行现予药明康德A股目标价92元及“增持”评级。
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