智通财经APP获悉，交银国际发布研报称，翰森制药(03692)作为创新药占比和出海进程遥遥领先同行的龙头处方药企，维持“买入”评级及行业重点推荐，目标价由33港元升至48港元，相当于预测明年动态市盈率2.2倍。
交银国际指，翰森制药上半年产品销售延续双位数的强劲增长，同时在ADC和GLP-1产品系列上的BD(产品授权、收购、合作及战略拓展)合作继续贡献可观的合作收入。该行预计阿美乐的年销售额仍有30亿至40亿元人民币的增长空间，并看好BD常态化后产品国际化业绩贡献。
报告指，翰森制药上调全年收入指引至高双位数百分比，此前为双位数，阿美乐和整体创新药销售指引分别维持在60亿及100亿元人民币。公司将在下半年加大研发投入，预计研发费用增长38%以上，全年增长30%以上。
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