交银国际:维持金斯瑞生物科技“买入”评级 目标价28.75港元

新浪网
18 Feb

交银国际发布报告称,看好金斯瑞生物科技估值修复的巨大空间,维持“买入”评级和28.75港元目标价。该行预计2025-26年公司非细胞业务收入增速将复苏至20%左右,同时传奇生物指引将在2026年实现扭亏为盈,进一步增厚利润。从净利润层面,2024年起集团将全面进入盈利区间,2024年净利润相较2023年将大幅增长。该行称,情绪面上,地缘因素相关短期扰动逐步出清、创新药支付利好政策落地和优秀创新药...

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