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君實生物(01877.HK):新冠中和抗體有效保護猴類免受病毒感染,瑞信維持跑贏大市評級目標價49港元
格隆匯 05-27 13:06

瑞信發表報告表示,君實生物-B(01877.HK)的中和抗體“JS016” 有效保護猴類免受病毒感染,或將成為首款進入臨牀階段的抗體。該行維持對君實生物-B股份“跑贏大市”評級,目標價由45港元上調至49港元。

事實上,君實生物COVID-19中和抗體(NAB)JS016的臨牀前結果已於5月26日發表在最著名的科學期刊之一《自然》上。快過開發新冠中和抗體的另外幾位參與者,Regeneron,Vir和Amgen / Adaptive。目前,市場上只有Vir顯示了一些積極的細胞數據。其他兩間尚未透露研究結果。基於此,JS016將大概率成為第一個進入臨牀階段的產品,領先同行1-2個月。

JS016可以適用於COVID-19患者和易感高危人羣,包括老年人和醫院工作人員等等。潛在市廣闊,極具吸引力。可能超過治療市場和疫苗市場,優先發力。君實生物所在的中國科研團隊,在“全球抗疫”的鬥爭中再次取得新的突破。

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