摩根士丹利发表研究报告,更新对再鼎医药(09688.HK) 的风险回报评估,将港股目标价由19.5元下调至19元,评级维持“增持”,主要反映公司在首季业绩后,财务模型的相应更新。该行指出,根据首季趋势调整了则乐(Zejula)及瑞普替尼(repotrectinib)的销售预测,导致2026年至2028年的收入预测下调5%。摩根士丹利预测再鼎医药2026年收入为4.88亿美元,研发开支2.34亿美元...
Source Link摩根士丹利发表研究报告,更新对再鼎医药(09688.HK) 的风险回报评估,将港股目标价由19.5元下调至19元,评级维持“增持”,主要反映公司在首季业绩后,财务模型的相应更新。该行指出,根据首季趋势调整了则乐(Zejula)及瑞普替尼(repotrectinib)的销售预测,导致2026年至2028年的收入预测下调5%。摩根士丹利预测再鼎医药2026年收入为4.88亿美元,研发开支2.34亿美元...
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