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瑞信:上调药明生物(2269.HK)目标价至159.6港元 评级跑赢大市
格隆汇 06-22 13:07

瑞信在研究报告中表示,预期疫情将对药明生物(2269.HK)有负面影响,但也为公司带来机遇,期内新型冠状病毒相关项目激增,亦新增不少欧美大型客户。

预计,药明生物分别于明年及2022年可收取誉衡药业(002437.SZ)及基石药业(2616.HK)的首笔特许权使用费;另外爱尔兰疫苗项目料于2022年产生5,000万至1亿美元的可观收入。维持其跑赢大市评级,目标价由130.86港元上调至159.6港元。

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