《大行報告》高盛升再鼎醫藥(09688.HK)目標價至1,586.9元 評級「買入」
高盛發表研究報告,指再鼎醫藥-SB(09688.HK)去年下半年銷售對辦,錄2,970萬美元,略高於該行預期的2,800萬美元,主要受Optune銷售勝預期推動。淨虧損1.4億美元則差過該行預期,主因來自單次收益毛利率低於預期,及Zejula獲納入國家醫保藥品目錄(NRDL);以及研發開支高於預期,主要來自兩項資產的專利許可費用。
該行計入再鼎醫藥三款引進授權資產(CLN-081、efgartigimod及TPX-0022),調整經風險調整現金流折現率,目標價由748.82元升至1,586.9元,評級「買入」。
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