大行评级｜美银：CXO行业受惠生物科技融资强劲，上调药明康德等目标价

格隆汇08-13

美银证券发表报告，受惠上半年全球及中国生物科技一级市场融资表现强劲，加上创新药对外授权交易持续活跃，预期研发活动将进一步加快，中国CRO/CDMO企业可望受惠。该行上调行业终端增长率假设，由1%提升至3%，并调升多家CXO企业的目标价。该行将药明康德H股目标价由204.3港元上调至242港元，A股目标价由177.8元上调至210.5元，维持“买入”评级，因其增长能见度清晰。康龙化成H股目标价由...

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