高盛:基石藥業(2616.HK)臨牀能力重要性日益增強 重申“買入”評級
高盛發佈報告稱,表示基石藥業(02616.HK)繼續取得穩健的臨牀開發進展,尤其是針對PD-L1抗體(III期和IV期NSCLC)、avapritinib和pralsetinib(注:基石有3款處於臨牀階段的的腫瘤免疫治療骨幹候選藥物, PD-L1抗體藥項目為其中一個)
該行認為,臨牀能力的重要性正在日益增強,給予該股目標價18.5港元,重申“買入”評級。
報告表示,認為PD-L1抗體用於主要適應症在臨牀上有快速發展,顯示內地取得商業化成功,尤其是在醫療保險藥品目錄(NRDL)的背景下。基石藥業將會在下月展示來自ASH進行的關鍵自然殺傷(NKTL)試驗。

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