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2026-11-05 11:41:24 Huatai Securities issued a report stating that GENSCRIPT B-1K (01548.HK) held its 2026 Investor Day on October 30, sharing insights on industry opportunities brought by AI-driven drug discovery (AIDD), technology platform development, business deployment and long-term growth strategies. The broker is optimistic that China's AI-driven drug discovery (AIDD) will drive strong growth in the company's life sciences business, while other businesses continue to develop steadily, maintaining a "Buy" rating. The broker said that as AI accelerates molecular design and candidate generation, experimental validation and data generation are becoming bottlenecks and key stages for value creation. GENSCRIPT B-1K (01548.HK) is benefiting from outsourcing demand for AIDD wet-lab experiments. The company expects the CAGR of the total addressable market for life sciences AIDD services to reach 50% to 80% over the next three years. AIDD will drive wet-lab demand through four aspects: more customers, faster iteration cycles, higher validation throughput and deeper wet-lab requirements. Looking ahead to 2035, the company proposed targets including at least USD4 billion in revenue, operating margin of over 20%, and cumulative intellectual property licensing income exceeding USD3 billion. The 2035 revenue target was raised by USD1 billion compared with the 2025 Investor Day target. The broker raised its profit forecasts for 2026-2028 to USD24 million, USD394 million and USD586 million respectively, corresponding to EPS of USD0.01, USD0.19 and USD0.28. The company is expected to turn profitable in 2026, while YoY growth for 2027 and 2028 is projected at 1,565% and 49% respectively. Compared with previous forecasts, the broker raised its 2027 and 2028 profit forecasts by 11% and 10% respectively, mainly due to a more optimistic outlook on AIDD industry opportunities. (ha/da)~ AASTOCKS Financial News Website: www.aastocks.com This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. | |