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《大行報告》國泰君安國際:藥明生物(02269.HK)業務增速強勁 建議逢低買入
國泰君安國際發表報告指,藥明生物(02269.HK)業務增速強勁,目前的估值和價格相對合理,建議逢低買入。 報告指,藥明生物未來業績成長驅動因素包括持續強勁的業務增長、產品管線和平台優勢、產能優勢。當中,為滿足日益增長的需求,公司總產能將從目前的15.4萬升在年底提高至26.2萬升,且2024年後達到43萬升。最近,公司已將預充式注射器(PFS)的產能提高到每年1,700萬支。
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