招商国际发表研报指，由于医保基金持续支持创新药，预期三生制药(01530.HK) 续约品种的价格将较为稳定，为其稳健增长提供支撑。同时，受惠于适应症拓展和渗透率提升，料旗下药物“特比澳”在2025财年有望持续快速增长。
招商国际亦指，三生制药在研管线推进顺利，多款创新品种已进入NDA或临床III期，因而预期新产品将自2026年开始逐步成为公司重要的增长引擎。
另外，招商国际预计三生制药2024及2025财年收入，将分别按年增长12.8%及12.2%，料公司将维持30%的派息比例，故将其目标价轻微上调至9.81元，给予“买入”评级。(js/k)
(港股报价延迟最少十五分钟。沽空资料截至 2024-12-05 12:25。)
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