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大摩:續偏好具創新藥產品線藥企,首選信達生物、藥明生物

大摩認為,內地保健行業經歷了波動的2021年之後,相信行業今年有所重整,該行今年繼續偏好具創新藥產品線的藥企,由於生物科技板塊情緒好轉,預期CDMO(委託開發及生產)相關股有潛力反彈。

報吿稱,國內競爭加劇,加上藥品發展的監管標準提高,以及海外審批途徑的能見度下降,預期已擁有全球渠道及持續研發計劃的創新及生物科技股,短期內將最受歡迎,例如信達生物(9996.HK)。

大摩稱,由於內地製藥或生物技術行業龍頭,尋求轉型走向全球舞台,海外或會加強對內地藥物試驗臨牀數據的要求,故大摩亦看好研發服務的龍頭,如藥明生物(2269.HK),預期其全球發展足跡及國際性研發專長將成為其跑贏大市的潛力。

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