《大行報告》瑞銀下調基石藥業(02616.HK)目標價至17.8元評級「買入」
瑞銀發表報告,更新對基石藥業(02616.HK)的預測,主要由於更新了PD-1抑制劑的行業模型,估計在風險調整基礎及稍微降低藥物估值之情況下,集團的PD-L1抑制劑的新高峰銷售額為40億元人民幣。另外,該行又維持集團主要目標藥物高峰銷售額達54億元人民幣之預測,並根據海外研發進度提升估值基礎。
瑞銀表示,基石藥業股價表現疲弱,反映近期全球PD-1抑制劑在晚期肝細胞癌(HCC)等疾病上臨床失敗。該行下調集團股份目標價,由19.71元降至17.8元,評級維持「買入」。
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