《大行》招银国际升翰森制药(03692.HK)目标价至25.24元 评级“买入”

阿斯达克财经
20 Dec 2024

招银国际发表报告指,翰森制药(03692.HK) 授予MSD其临床前阶段的口服小分子GLP-1受体激动剂
HS-10535的全球独家许可。翰森将获得1.12亿美元的预付款,并有可能获得高达19亿美元的里程碑付款,以及未来的销售分成。

招银国际认为,除了减重效果外,小分子GLP-1药物的安全性是关键的差异化因素。维持对该股“买入”评级,认为翰森成功地开发了一个完善的GLP-1资产管线组合,与MSD的合作将加速HS-10535的发展并解锁其全球潜力。目标价上调至25.24元。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-12-20 12:25。)

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