瑞信:升康哲藥業(0867.HK)目標價至14.05港元 評級“跑贏大市”
瑞信發表報告指,康哲藥業(00867.HK)昨日(20日)公佈與Cadila Healthcare LTD(Zydus)就三期臨牀研究藥品「Desidustat」達許可協議,該藥品為用於治療慢性腎病(CKD)患者的貧血的口服藥物。
該行表示,由於患者基礎龐大,及比目前的紅血球生成素(EPO)治療更為方便,因此對該藥在中國的商業前景持正面態度。另外,為加快「Desidustat」在中國的審批速度,康哲料將在中國製造該藥,並很快開始進行銜接性試驗。若能夠在銜接性試驗後獲批上市,該行預計該藥將於2022年獲批並在同年有約1.57億元人民幣的收入,而經調整成功率後的高峯銷售額料達8.3億元人民幣。
瑞信上調對康哲藥業股份目標價,由12.53港元升至14.05港元,以反映「Desidustat」許可協議帶來的銷售等,評級維持“跑贏大市”。

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