三生制药:SSGJ707II期数据积极 创新药进入收获期

东吴证券
09 Mar

投资要点基本面扎实+创新药收获期赋予较大弹性。核心产品特比澳、促红素及蔓迪等贡献80 多亿收入、20 多亿利润,对应7 倍PE,估计每年拥有近5-10%增长,近60 亿现金资产全面支持创新药研发,年研发投入近10亿处于行业前列;多年创新药不仅孵化三生国健优质自免创新药平台,更培育出或合作开发 SSGJ707、自免系列产品及口服紫杉醇等,尤其SSGJ707 在J.P.M 展示积极II 数据,有...

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