《大行報告》瑞信上調君實生物-B(01877.HK)目標價至49元
瑞信發表報告指,君實生物-B(01877.HK)的新型肺炎中和抗體「JS016」的臨床前數據顯示,其對患病猴子有良好的治療及預防作用。該行認為,有關數據令人信服,並為該藥在6月順利過渡到臨床階段鋪平道路。
該行相信,「JS016」將是首款進入臨床階段的抗體,較其競爭對手早一至兩個月,如一切順利,該藥或可於今年秋冬獲批推出。瑞信又認為,「JS016」的預防市場非常吸引,或甚至大於其治療市場。
瑞信上調「JS016」今明兩年的銷售預測至分別10億及20億元人民幣,維持對君實生物股份「跑贏大市」評級,目標價由45元上調至49元,並調升集團今明兩年收入預測分別9%及22%。
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