大行评级丨野村:上调荣昌生物目标价至89.44港元,维持“中性”评级

格隆汇
Jul 29
野村发表报告,预期荣昌生物次季收入为27亿元,净利润为16亿元,对比去年同期亏损1.95亿元;毛利率为96.2%,同比升11.4个百分点;经营开支同比升24%至8.06亿元,包括研发开支4.03亿元及销售开支3.22亿元,以支持新试验及加强销售力度。野村将荣昌生物目标价由79.64港元上调至89.44港元,维持“中性”评级,将2026财年收入预测下调4.8%,同时因首季较高非经常性收益而将盈利上调8.4%,建议投资者继续密切关注RC18及RC148于下半年的海外临床进展。

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