大行评级丨野村：上调药明合联目标价至87.73港元，预计今年盈利将升47%

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野村发表研报，将药明合联2025年收入及盈利预测分别下调4.5%及8.7%，以反映公司上月公布的实际数据。展望2026年，预期收入将按年升37%至81亿元，大致符合市场预期，因考虑到更多项目进入临床试验申请后阶段，该部分的收入增长将加速。同时，该行预计来自商业化阶段项目的收入为1.81亿元，而收购东曜药业带来的收入则为1.5亿元。利润方面，该行预计2026年盈利将升47%；毛利率按年扩张0.7个...

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