智通财经APP获悉,里昂发布研报称,随着2025年上半年中国创新药市场情势好转,泰格医药(03347)股价年初至今已上涨83%。该行维持对泰格医药2025至2027年的收入及经营溢利预测不变,料收入增长7%至9%,净利润分别上调31%、30%及30%,目标价由34.2港元上调至62.6港元,维持“跑赢大市”评级。
鉴于目前牛市市况,该行预料生物科技融资将有所改善,并相信泰格医药的投资收益将超过其核心业务的临床服务费。此外,该行预料,泰格医药次季销售呈单位数同比正向增长,而去年首季至今年首季的五个季度则录同比下跌;另料经营利润率按季有所改变。又预期由次季起,新订单持续按季改善。
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