研报掘金|中金:上调再鼎医药H股目标价至34.41港元 指今明两年有大量催化剂

格隆汇资讯
Yesterday

中金发表研究报告指,再鼎医药去年业绩稍微胜过该行预期,主要得益于艾加莫德(Efgartigimod)收入高企。公司为今年表现提供指引,收入达5.6亿美元至5.9亿美元,目标非通用会计准则经营盈利在今年第四季收支平衡,超该行预期。中金指,留意到公司在今明两年有大量的催化剂,料今年上半年会就ZL-1310公布更多数据,另预期会在上半年就Bemarituzumab递交内地上市申请。至于KarXT,该行料...

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