来凯医药-B:减脂增肌赛道新锐 全球化创新布局

中金公司
01 Aug

投资亮点首次覆盖来凯医药-B(02105)给予跑赢行业评级,目标价27.02 港元,基于DCF 估值法。公司是一家全球化的生物医药科技公司,深耕代谢、肿瘤等疾病领域,是国内减脂增肌赛道的新锐。理由如下:全球以GLP-1 受体激动剂(GLP-1RA)为代表的减重药物市场快速扩容。根据弗若斯特沙利文测算,2024 年GLP-1RA 市场规模达147 亿美元,占全球肥胖超重药物市场的86.6%,其预计到...

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