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《大行報告》美銀證券:藥明生物(02269.HK)非新冠項目收入增長強勁 評級「中性」
阿思達克 08-19 14:35
美銀證券發表研報指,藥明生物(02269.HK)上半年業務增長勢頭強勁,收入按年升63.5%,其中新藥臨床試驗前、早期及三期與商業化項目貢獻收入分別增長82.1%、42.7%與63.5%。期內毛利率按年下跌4.7個百分點至47.4%,主要由於用於增聘及挽留人才、產能擴張及全球業務佈局的開支增加。 考慮到有更多項目進入後期階段,美銀將CMO業務收入預測上調,同時根據產能擴張計劃上調資本支出預測,維持目標價91.8元及「中性」評級不變。 此外,該行指藥明生物的非新冠項目增長迅速。公司在上半年新增59個綜合項目(56個為非新冠相關項目),項目總數增至534個(非新冠項目佔499個)。
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