Citigroup has issued a research report assigning a Buy rating to HENGRUI PHARMA H-shares with a target price of HK$134. The report highlighted that Hengrui's innovative drug sales reached RMB 4.5 billion in the first quarter of 2026, representing a 26% year-on-year increase. These sales accounted for 62% of total product sales, up from 54% in the same period last year. Management reaffirmed its target of achieving over 30% annual growth in innovative drug sales for 2026, noting that accelerated hospital access in March has laid a foundation for full-year sales growth. The company recognized RMB 787 million in business development revenue from its collaboration with GSK in the first quarter of 2026, with full-year projections around RMB 250 million. Collaborative product development is progressing smoothly, with the global Phase III trial for Ribupatide (GLP-1/GIP) initiated in December 2025, and the global Phase III trial for HRS-1893 (Myosin) scheduled to commence in 2026.
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