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港股異動丨信達生物漲逾7% 瑞信上調目標價
格隆匯 04-27 15:27
格隆匯4月27日丨信達生物-B(1801.HK)漲逾7%,報39.7港元,總市值534億港元。信達生物上週公佈,集團和禮來製藥共同開發的創新PD-1抑制劑達伯舒(信迪利單抗注射液)聯合力比泰(注射用培美曲塞二鈉)和鉑類用於非鱗狀非小細胞肺癌一線治療的新適應症申請已經正式獲中國國家藥品監督管理局受理。瑞信發表報告指,信達生物-B旗下藥物達伯舒(Tyvyt)(信迪利單抗注射液)今年首季的銷售勝預期,約為4億元人民幣,較該行預測高約30%。料該藥在今年餘下時間的銷售會增加,因此上調對該藥今年全年的銷售預測,由15.1億元升至19.6億元人民幣。上調信達生物股份目標價,由38港元升至41.5港元,評級維持“跑贏大市”,並上調集團今明兩年收入預測分別33%及15%,以反映今年首季銷售較預期好。
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