大行评级丨美银:中国医疗保健行业加快创新及全球化,维持对信达生物、恒瑞医药“买入”评级

格隆汇
Sep 21
美银证券发表研报指,近期于上海进行中国医疗健康行业考察,与九家中国医疗健康公司及一名肿瘤科专家会见,了解到目前制药及生物科技管线执行及创新药增长仍然稳健,第三季学术活动回升,国家医保药品目录结果大致符合管理层预期,专家对中国创新持正面看法,认为HARMONi试验数据显示PD-1/VEGF双抗相对传统PD-1疗法具潜在优势,或可成为下一代治疗骨干。另外,该专家亦认为认为安全性及用药便利性是ADC商业的关键差异化因素。 该行维持对信达生物、恒瑞医药、三生制药及时代天使的“买入”评级,目标价分别为140港元、65.8元、23.8港元及107.6港元;中生制药目标价由7.1港元上调至7.3港元,重申“买入”评级;维持石药集团“跑输大市”评级及目标价8.6港元;药明生物估值偏高,维持“中性”评级及目标价56港元。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10