智通财经APP获悉，药明生物(02269)高开逾3%，截至发稿，涨3.55%，报17.5港元，成交额2064.74万港元。
消息面上，药明生物发布公告，2024年新增综合项目数为151个，项目总数达到817个，创多个历史新高， 彰显公司强劲的业务势头和持续增长的能力。集团基于现有合同预期，2025年将有24个PPQ（工艺性能确认）项目。同时爱尔兰生产设施亦将按计划预期于2025年产生利润。集团对2024年实现预期收入增长充满信心，并预期2025年收入将较2024年实现加速增长。
此外，里昂发布研报称，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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