大行评级｜招银国际：下调和黄医药目标价至31.39港元维持“买入”评级

格隆汇2025-08-12

招银国际发表研究报告指，和黄医药上半年肿瘤及免疫产品收入按年跌15%至1.44亿美元，仅达该行全年预测的36%，主要因核心产品内地销售收入下跌。管理层对下半年仍持乐观态度，基于fruquintinib用于子宫内膜癌(EMC)适应症上市、savolitinib MET+ EGFRm非小细胞肺癌(NSCLC)二线疗法获批，以及销售团队重组完成；管理层又指销售已于首季触底，次季起恢复增长。公司将全年...

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大行评级｜招银国际：下调和黄医药目标价至31.39港元 维持“买入”评级

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大行评级｜招银国际：下调和黄医药目标价至31.39港元维持“买入”评级