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Sichuan Kelun Pharmaceutical
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Sichuan Kelun Pharmaceutical Community
SZSE:002422 Community
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Sichuan Kelun Pharmaceutical
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Undervalued
Overvalued
Sichuan Kelun Pharmaceutical
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
International Regulatory Hurdles And China Pricing Pressure Will Erode Margins
Key Takeaways Growing pricing pressure, regulatory uncertainties, and rising compliance costs threaten future sales growth, profitability, and international revenue potential. Heavy R&D spending, reliance on legacy products, and tightening ESG requirements may erode market share and strain operational margins over time.
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CN¥32.00
FV
22.2% overvalued
intrinsic discount
8.01%
Revenue growth p.a.
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Sichuan Kelun Pharmaceutical
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AnalystHighTarget
Consensus Narrative from 7 Analysts
Rising Middle Class And Aging Populations Will Expand Drug Markets
Key Takeaways Accelerated new therapy launches, global partnerships, and innovative drug focus could drive earnings growth and margin expansion beyond current expectations. Expanding domestic reach and overseas market entry, coupled with policy agility and strong financials, may unlock sustained revenue growth and defensible earnings.
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CN¥46.00
FV
15.0% undervalued
intrinsic discount
13.17%
Revenue growth p.a.
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Sichuan Kelun Pharmaceutical
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AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding ADC Pipeline Will Unlock Global Oncology Markets
Key Takeaways Expanding innovative drug pipeline and commercial launches, underpinned by rapid insurance uptake, drive strong growth in recurrent and high-visibility revenues. International partnerships and broad innovation investments enhance earnings potential, margin expansion, and global market presence.
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CN¥41.21
FV
5.1% undervalued
intrinsic discount
8.41%
Revenue growth p.a.
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Your Valuation for
002422
002422
Sichuan Kelun Pharmaceutical
Your Fair Value
CN¥
Current Price
CN¥39.09
9.7% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
30b
2015
2018
2021
2024
2025
2027
2030
Revenue CN¥30.1b
Earnings CN¥3.8b
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