《大行报告》瑞信首予信达生物(01801.HK)「跑赢大市」评级目标价31元
瑞信发表报告,首次覆盖研究信达生物(01801.HK),予其「跑赢大市」评级,目标价31元。该行表示,为PD-1/L1抗体找到适合组合是癌症免疫治疗临床改进的关键步骤,认为信达生物会是该领域的潜在赢家,因集团在PD-1药物开发方面有先行优势,因有领先的差异化组合定位及近期现金流稳定。
瑞信指,信达旗下PD-1药品达伯舒(Tyvyt)的商业化上市非常成功,今年首季的销售额超过6,700万元人民币,预期该药於今年第二季的销售将进一步提升至2亿元人民币。
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