里昂:生物科技行业基本面仍稳固,首选百济神州、信达生物及维立志博

智通财经
Sep 04
【里昂:生物科技行业基本面仍稳固,首选百济神州、信达生物及维立志博】里昂发表报告指,中国生物科技行业基本面仍然稳固,受惠中期业绩强劲、对外授权交易动能持续,以及临床数据读出令人鼓舞;惟板块情绪尚未充分反映基本面进展,该行认为落差主要来自流动性因素,而非基本面转弱。该行认为,估值具吸引力的优质生物科技公司,在情绪正常化时仍具优势,并维持百济神州、信达生物及维立志博为中国生物科技首选。该行维持百济神州H股目标价为321.7港元,维持信达生物目标价为146.1港元,维持维立志博目标价为116.9港元,评级均为“跑赢大市”。

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