《大行報告》美銀證券升百濟神州(06160.HK)目標價至103.5元 建立全球血液學領導地位
美銀證券發表報告指,百濟神州(06160.HK)去年總收入和產品收入分別為24.59億美元和21.9億美元,按年增長73.7%和74.5%,主要受惠藥品Brukinsa在全球市場的強勁增長。收入增長與該行預計的72.1%的按年增長基本一致。
美銀證券指,考慮到百濟神州產品在全球市場的強勁銷售和管線進展,上調今年起Brukinsa和Tislelizumab的POS和銷售預期,並納入Sonrotoclax的收入預期。同時上調2024至2026年的研發和營銷費用預測。因此,鑒於公司在中國市場激烈競爭和降價壓力下仍能保持良好的業務發展態勢,目標價由98.43元上調至103.5元。重申「中性」評級,指公司建立全球血液學領導地位。
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