【行家论股】发马 清真抗凝剂商机大
分析:MIDF投资研究
目标价:91仙
最新进展:
发马(PHARMA,7081,主板保健股)宣布,与中国苏州融析生物科技有限公司签署合作备忘录,研究制造清真抗凝剂。
为了生产羊类抗凝血药物和原料采购,发马还需向国家药剂监管机构(NPRA)提交注册申请,预计将于2024年完成。
Pharmaniaga
行家建议:
抗凝剂主要用于手术以及心脑血管疾病的预防性治疗,从2015年至2020年的心脏病显着增加了24%,加上冠病疫情增加了对抗凝剂的需求,预计到2026年抗凝剂市场需求将达800万剂。
由于目前市场大部分抗凝剂都来自猪原,因此清真抗凝剂会是一个巨大商机。
我们正面看待此次合作,但该战略成果预计要到明年才能看到。
另外,尽管发马面临原料和产品短缺问题,包括活性药物成分(API)和其他化学催化剂价格飙涨,但由于医药需求的显着增长,该公司仍对下半年的复苏充满信心。
至于冠病疫苗业务,我们认为,该公司有足够的科兴疫苗库存,并可持续供应至2023年底。
我们维持盈利预测,“买入”评级,及91仙目标价。
发马股价走势
https://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E8%A7%86%E9%A2%91%E3%80%91%E5%8F%91%E9%A9%AC-%E6%B8%85%E7%9C%9F%E6%8A%97%E5%87%9D%E5%89%82%E5%95%86%E6%9C%BA%E5%A4%A7
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