券商观点:赛默飞受益于生物制药复苏及中国市场强劲势头

路透中文
Oct 22
BUZZ-券商观点:赛默飞受益于<a href="https://laohu8.com/S/000504">生物</a>制药复苏及中国市场强劲势头

10月22日 - ** 赛默飞世尔科技(TMO.N)周三公布的第三季度财报 (link) 超出分析师预期,这得益于其生命科学仪器需求的强劲增长,因为生物技术公司正加大在研发和生产方面的投入

** 据伦敦证券交易所集团(LSEG)汇编的数据,平均有26位分析师对TMO股票给出“买入”评级;其目标价中位数为735美元

更广泛的生命科学市场复苏

** 威廉·布莱尔(William Blair)(“跑赢大盘”评级)表示,有足够的积极数据点支持市场复苏的论点

** Evercore(“跑赢大盘”,目标价:720美元) 表示生物技术市场正在好转,客户预计未来几个季度的研究试剂支出将增加

** Leerink Partners(“跑赢大盘”,目标价:735美元) 表示“TMO 具备良好条件,有望实现3%-6%有机增长区间的高端目标。”

** RBC Capital Markets(评级为“与行业持平”,目标价:730美元) 指出,TMO在中国的营收增速已加速至低两位数,这令人鼓舞地表明,以生物制药为引领的复苏势头正在增强

** 杰富瑞(“买入”,目标价:785美元) 指出,TMO的合同制药业务实现了显著增长,尽管部分增长源于原定于第四季度完成但提前于第三季度完成的工作

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