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瑞银:维持药明生物(02269)“买入”评级 目标价39港元

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瑞银发布报告称,维持药明生物(02269)“买入”评级,目标价39港元。公司管理层将今年收入及调整后纯利增长指引均上调至中十位数增长,而今年下半年相关数字将会加速至同比升30%,受惠新项目强劲反弹,尤其去年12月药物开发(D)业务项目。

报告中称,公司还公布去年新增项目累计132个,令总项目数量达698个,该行预计去年12月及第四季新增项目分别为41个及71个。药明生物将2024年新增项目目标上调至110个,该行指管理层对今年全球合同研发及生产组织(CDMO)行业复苏持更乐观态度,尤其对内地生物科技及抗体药物偶联物(ADC)。

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