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研報掘金丨廣發證券:海思科HSK7653獲批上市,維持“買入”評級
格隆匯 06-25 15:44
廣發證券研報指出,海思科(002653.SZ)HSK7653獲批上市,雙週口服降糖藥為2型糖尿病患者提供更優選擇。通過結構創新(在非常規化學位點上引入三氟甲基),HSK7653擁有了100小時以上的超長半衰期,從而保證了雙週一次的長給藥間隔,目前市場上DPP4抑制劑多為單日製劑,最長的為單週製劑。相較這些已上市的藥物,HSK7653服用次數減少,擁有良好的用藥依從性。該行看好公司已獲驗證的創新藥研發及商業化能力。預計24-26年EPS分別為0.39、0.59、0.91元/股。通過DCF法得到公司合理價值為39.71元/股,維持“買入”評級。
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