瑞银发表研究报告指,再鼎医药(09688.HK) 受农历新年季节性因素影响,预计今年首季业绩表现疲软。同时,VYVGART的医保价格于首季生效,带来定价利淡因素,而Zejula亦将面临来自仿制药的竞争压力。该行将VYVGART首季销售预测由2,200万美元下调至1,800万美元,Zejula则由4,200万美元下调至3,500万美元。该行又将公司目标价由22.8元上调至27元,重申“买入”评级。(...
Source Link瑞银发表研究报告指,再鼎医药(09688.HK) 受农历新年季节性因素影响,预计今年首季业绩表现疲软。同时,VYVGART的医保价格于首季生效,带来定价利淡因素,而Zejula亦将面临来自仿制药的竞争压力。该行将VYVGART首季销售预测由2,200万美元下调至1,800万美元,Zejula则由4,200万美元下调至3,500万美元。该行又将公司目标价由22.8元上调至27元,重申“买入”评级。(...
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