Bocom International Raises SIMCERE PHARMA (02096) Target Price to HK$17.7, Keeps "Buy" Rating

Stock News03-30

Bocom International has released a research report announcing an increase in the target price for SIMCERE PHARMA (02096) to HK$17.7, while maintaining a "Buy" rating and highlighting the stock as a key recommendation in the sector. The company's revenue and adjusted net profit for 2025 are projected to grow by 16.5% and 27.1% year-on-year, reaching RMB 7.73 billion and RMB 1.28 billion, respectively. Excluding revenue from licensing agreements, product revenue growth is estimated at 9.5%.

Management anticipates that in 2026, two new products—an IL-4R targeted therapy and an influenza drug—will receive approval for market launch. Combined with the recognition of a €42 million upfront payment from the collaboration with Boehringer Ingelheim, this is expected to drive revenue and adjusted net profit to approximately RMB 10 billion and RMB 1.6 billion, representing a growth rate of around 30%.

The report notes that SIMCERE PHARMA is rapidly expanding its pipeline in cutting-edge areas such as novel toxin ADCs, T-cell engagers (TCEs), next-generation immuno-oncology (I/O) therapies, autoimmune PROTACs, long-acting antibodies, and brain-penetrant drugs. Moving forward, the company plans to advance 9 to 12 new Investigational New Drug (IND) applications and Phase I clinical trials annually, with potential for additional business development (BD) opportunities overseas.

The company forecasts that by 2030, revenue and adjusted net profit will exceed RMB 20 billion and RMB 3 billion, respectively.

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