智通财经APP获悉，药明生物(02269)尾盘涨超5%，截至发稿，涨4.73%，报21.05港元，成交额13.27亿港元。
消息面上，近日，药明生物参加第43届摩根大通医疗健康大会，CEO陈智胜向投资者更新业务近况以及2025年展望。公司维持2024年指引不变，包括5%至10%收入增长，8%至14%扣新冠收入增长；并预计2025年业务势头呈现加速态势。另外，营运效率提升，管理层预计2025年利润率提升100至150个基点。
招银国际表示，药明生物在24年新签创纪录的151个新项目，且有权获得1.4亿美金的近期里程碑付款，此外海外运营稳步推进，预计爱尔兰生物药工厂将在25年产生利润。管理层重申24年业绩指引，预计收入和经调整净利润(剔除少数股东权益前)同比增长5-10%，并预计25年收入将加速增长。
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