UBS said after a virtual healthcare roadshow with Xinda Biol
文 / 小金
2026-07-03 12:30:05
来源:亚金网
UBS said after a virtual healthcare roadshow with Xinda Biologics (01801.HK) management that Q2 product sales momentum remains solid and is being treated as a new normal, supported by an innovative product mix and high unmet demand. Management said tightening of online channels for GLP‑1s has not created pressure and cited healthy category demand during the recent 618 e‑commerce event. UBS has included Pfizer licensing income and sales of partner asset Abesili in its model but raised 2026–28 R&D expense forecasts to reflect collaboration commitments, trimming EPS estimates for 2026–2028 to 1.12, 2.41 and 3.42 yuan from 1.13, 2.91 and 4.41 yuan. UBS slightly raised its target price to HK$124.1 (from HK$124) and reiterated an upgrade/buy rating.
