智通财经APP获悉，石药集团(01093)涨超3%，截至发稿，涨2.69%，报9.92港元，成交额3.78亿港元。
消息面上，汇丰研究发布研究报告指出，石药集团股价年初至今累计上涨约9%，在1月30日公布与阿斯利康的合作前已升14%，目前认为其估值仍然吸引，并憧憬未来在EGFR ADC及研发平台将有更多对外授权合作机会，计及预付款及上季销售轻微改善的预期，将2025至2027年收入预测上调3%至11%。该行并将石药集团2025至2027年净利润预测上调7%至18%，认为对外授权收入的增长已能抵销药品集中带量采购政策所带来的负面影响。
里昂表示，预期石药集团目前已完成的业务拓展(BD)交易，将自今年起转化为经常性收入。该行指出，石药集团与阿斯利康及Madrigal Pharmaceuticals达成的4项重大BD交易，预计将带来约102亿美元的近期首付款及研发里程碑付款，从而推动2025至27年盈利大幅提升至63亿、102亿及109亿元人民币。
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