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康希諾(06185.HK)新冠肺炎疫苗有新進展兼大摩唱好 惟股價先升後倒跌19%失20天線
阿思達克 05-25 14:15
康希諾生物-B(06185.HK)研發新冠肺炎疫苗初步人體試驗顯示出積極跡象,這表明中國正朝著在阻止這場全球大流行方面發揮關鍵早期作用方向邁進,加上大摩唱好。該股承上周五逆大跌市回升3.7%勢,今天高開報239元,最多續彈8.1%至240元無以為繼,獲利盤湧現,股價掉頭失守10天及20天線(202元及179.8元),最多倒跌28%低見160元,現造179.6元,倒跌19%,成交增至672萬股,涉資13.36億元。

康希諾公布,有關重組新冠肺炎疫苗(腺病毒載體)(Ad5-nCoV)臨床試驗I期研究結果研究論文已發表於「柳葉刀」。該研究結果顯示,Ad5載體COVID-19疫苗接種後28天可耐受,並具有免疫原性,。大摩重申康希諾「增持」評級,目標價大升1.5倍至258元,以反映其成功研發出新冠肺炎疫苗機率明顯上升。因為該疫苗已有一期臨床數據並加速研發過程,該行現時基礎情境假設疫苗成功率為60%(早前為20%),並可能於今年底或明年初獲批推出,明年銷量或達8,000萬劑,定價料介乎30元至100元人民幣,明年經風險調整銷售額或達29億元人民幣。

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