藥明生物經營交流會大幅下調 2023 年部分板塊營收和盈利預期，港股一度跌超 20%

華爾街見聞
2023.12.04 02:11
藥明生物今日在經營交流會上稱，主要預期藥物開發（D）營收下降 18%-20%，生產（M）營收下降 15%-18%。藥物開發業務端收入增速低於預期，主要由於在下行週期中公司 2023 年目標新增 120 個項目顯然過於激進；生物技術融資放緩導致新增項目減少，比去年減少 40 個新項目意味着減少約 3 億美元收入。生產端收入下降主要由於今年下半年的主要意外是由於監管機構批准滯後，3 個來自大藥企的重磅藥延期。此前，藥明康德在三季報中也下調了全年營收預期，從之前 5-7%，調整至 2-3%。
Source: 華爾街見聞 The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.