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高盛:药明合联订单势头持续强劲 目标价63.3港元
Zhi Tong Cai Jing· 2025-11-05 09:17
Core Viewpoint - Goldman Sachs reports that WuXi AppTec (02268) is experiencing strong order momentum and robust customer demand, particularly from U.S. clients [1] Group 1: Business Performance - The company is actively exploring areas outside of ADC (Antibody-Drug Conjugates), including AOC (Antibody-Oligonucleotide Conjugates) and RDC (Radiolabeled Drug Conjugates) [1] - The target for annual revenue growth is set at 45%, which is in line with expectations [1] Group 2: Future Prospects - The company is in active discussions with clients regarding contracts for its Singapore facility, with several agreements expected to be signed by the end of the year [1] - Due to the time required for capacity expansion, revenue contributions from the Singapore facility are expected to be limited until 2027 [1] - Capacity and staffing expansions are progressing as planned, with ongoing recruitment efforts [1] Group 3: Valuation - Goldman Sachs has set a target price of HKD 63.3 for the company's stock [1]
高盛:药明合联(02268)订单势头持续强劲 目标价63.3港元
智通财经网· 2025-11-05 09:13
Core Viewpoint - Goldman Sachs reports that WuXi AppTec (02268) continues to experience strong order momentum and robust customer demand, particularly from U.S. clients [1] Group 1: Company Performance - The company is actively exploring areas outside of ADC (Antibody-Drug Conjugates), such as AOC (Antibody-Oligonucleotide Conjugates) and RDC (Radiolabeled Drug Conjugates) [1] - The target for annual revenue growth is set at 45%, which is in line with expectations [1] Group 2: Future Prospects - WuXi AppTec is in discussions with clients regarding contracts for its Singapore facility, with several agreements expected to be signed by the end of the year [1] - Due to the time required for capacity expansion, revenue contributions from the Singapore facility are anticipated to be limited until 2027 [1] - The company is progressing with its plans for capacity and workforce expansion, with ongoing recruitment efforts [1] Group 3: Target Price - Goldman Sachs has set a target price of HKD 63.3 for WuXi AppTec [1]