大行评级｜美银：上调再鼎医药目标价至19.38港元维持“买入”评级

格隆汇08-09

格隆汇8月9日｜美银证券发表报告指，再鼎医药次季商业化表现稳健，由于销售表现稳健，且研发进度如期推进，目标价由16.28港元升至19.38港元，维持“买入”评级。报告指，考虑到旗下药物VYVGART/NUZYRA/QINLOCK在纳入国家医保药品目录后的强劲增长，调高2024年以后的营收预测。此外，基于公司管线进展，相应更新POS和营收预测。由于营收组合改变，下调短期毛利率预测。

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大行评级｜美银：上调再鼎医药目标价至19.38港元 维持“买入”评级

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大行评级｜美银：上调再鼎医药目标价至19.38港元维持“买入”评级