智通财经APP获悉，国泰海通发布研报称，首次覆盖中国生物制药(01177) ，予“买入”评级，目标价10港元；该行预测2025至2027年每股盈利分别为0.293元、0.259元及0.283元人民币。
该行指，过去一年内地医疗保健板块投资情绪显著反弹，中生制药在此趋势中处于特别有利位置，基于其创新实力提升、全球化布局及资本市场情绪改善。作为中国规模最庞大及发展得最好的药企之一，其规模、融资能力与商业基建，既能收购具潜力的本土生物科技公司，亦能加速推动资产完成后期开发与商业化进程。
该行又认为，近年公司加大投入业务发展(BD)，快速扩阔创新药物组合。除了短期内具备对外授权潜力，该行观察到公司近期将迎来多项关键催化剂，以及可能获批的产品上市许可，将为创新管线带来新价值。同时，公司亦有多项重要临床数据即将公布，有望推动创新研发进程。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.