《大行》大摩:药明合联(02268.HK)提全购东曜药业(01875.HK) 维持“增持”评级

阿斯达克财经
Jan 19

大摩发表报告指,药明合联(02268.HK) 提全购东曜药业(01875.HK) ,交易引起部分投资者对收购理据的疑问。报告指,2025年上半年,东曜药业录得收入4.89亿元人民币(下同),盈利400万元;同期对比,药明合联的收入和盈利分别为27.01亿元及7.46亿元。过去,东曜药业专注于肿瘤药物,进入2020年代后,公司将资源重新配置,转型为以ADC(抗体-药物偶联物)为重点的CDMO模式。...

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