《大行》野村:科伦博泰(06990.HK)和解款项可推动中期扭亏 维持“买入”评级

阿斯达克财经
Jul 27

野村证券发表研究报告,预测科伦博泰(06990.HK) 2026年上半年收入按年增长48.4%至14.1亿元人民币,其中药物销售约6.5亿元人民币,主要来自核心产品sac-TMT。野村认为,受惠于纳入国家医保目录后销售加速,sac-TMT全年销售有望按年翻倍,符合管理层此前指引。该公司早前公布,已收到宜联生物医药的和解款项,野村预测上半年其他收入预测达7.5亿元人民币,将带动上半年扭亏录净利润...

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