博安生物(06955)早盘上涨9.58%,现报8.35港元,成交额2003.15万港元。
中泰证券发布研报指出,博安生物生物类似药上市品种不断累积及放量,2021/2022/2023年收入分别达到1.6、5.2、6.2亿元,2024年上半年收入达到3.6亿元,公司规模效应初现,销售费用率、管理费用率及研发费用率(2024H1研发开支减少约40.2百万元,主要是由于2023年下半年拨充递延开发成本的研发投资有所增加、更多研发项目进展至III期临床试验由此资本化处理)在2024年上半年分别为40.4%、6.7%、23.6%,相比2023年明显优化,由此在2024年上半年公司实现了首次盈利。
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