【大行评级丨里昂:上调药明生物目标价至22.9港元 上调收入及净利润预测】里昂指出,《生物安全法》对药明生物的影响,将由去年的无法预计变为今年的可控。该行今年对药明生物看法转为更正面,基于去年生物科技融资有轻微改善,抗体偶联药物(ADC)确定性增加,以及爱尔兰设备潜在提速。该行上调对公司2024年至2026年收入及净利润预测分别4%至10%及8%至13%,对该股目标价由22.6港元上调至22.9港元,重申“跑赢大市”评级。

金融界
13 Jan
里昂指出,《生物安全法》对药明生物的影响,将由去年的无法预计变为今年的可控。该行今年对药明生物看法转为更正面,基于去年生物科技融资有轻微改善,抗体偶联药物(ADC)确定性增加,以及爱尔兰设备潜在提速。该行上调对公司2024年至2026年收入及净利润预测分别4%至10%及8%至13%,对该股目标价由22.6港元上调至22.9港元,重申“跑赢大市”评级。

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