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大行評級|摩根大通:上調藥明生物目標價至13港元 預計《生物安全法案》在約兩週內有結果

摩根大通發表報吿,將藥明生物的目標價由11港元上調至13港元,評級“中性”,並預計《生物安全法案》在約兩週內有結果。

摩通認為,《生物安全法案》在今年通過美國國會的最佳途徑,將是納入12月必須通過的NDAA 2025 (國防授權法案) 法案。該行專家預計,NDAA法案可能會在12月進行投票,即可能會在12月初見到 NDAA法案的會議版本。如果《生物安全法案》法案被附加到會議版本的NDAA法案中,《生物安全法案》法案將有可能在今年獲得通過。反之,如果該法案未被附加,則今年通過美國國會的可能性將變得相當渺茫。

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