Hansoh Pharmaceutical may benefit from its latest tie-up with Roche
Deutsche Bank expects Hansoh's new antibody-drug conjugate deal with Roche to show in earnings from 2027 and has raised its target price to HK$48.
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what happened
According to Market Talk, Deutsche Bank analyst Cyrus Ng expects the repeat collaboration between China's Hansoh Pharmaceutical and Switzerland's Roche on antibody-drug conjugates to start appearing in the company's earnings from next year. He said the move also shows that large global drugmakers are recognising Hansoh's capabilities in this field.
The bank assumes the deal will close in 2027 and lifted its FY 2027 core net profit forecast by 15%. It keeps a buy rating and raised its target price to HK$48.00 from HK$44.00, mainly due to yuan appreciation. Shares were up 0.3% at HK$34.48.
why it matters
For the market, this is mainly a forecast revision for a single company rather than a signal for the whole sector. The yuan gain cited by the bank changes how Hong Kong dollar valuations are calculated, so part of the target increase reflects currency rather than business performance alone.
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sources
- Hansoh Pharmaceutical Set to Benefit From Latest Roche Tie-Up — Market Talk, 21 October 2026 at 02:02 UTC
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