金吾财讯 | 麦格理发表报告指出，尽管信达生物(01801)去年业绩看似强劲，但如撇除与驯鹿生物的交易，估计其将录得6亿元人民币亏损。至于公司近一半的药品销售来自生物类似药和替代性高的药品，但该些药品可能会面临难以避免的价格压力。基于信达生物去年强劲业绩，该行将其2025至2027年销售预测上调4%至6%，净利润预测的变化幅度较大，分别上调238%、35%及25%，并预期公司将于今年扭亏为盈(原预期为明年)。
该行将其目标价由35港元上调至38港元，、不过对于公司未来药品降价以及玛仕度肽(mazdutide)上市后的销售情况仍持审慎态度。
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