康希诺(06185.HK)新冠肺炎疫苗有新进展兼大摩唱好 惟股价先升後倒跌19%失20天线
康希诺生物-B(06185.HK)研发新冠肺炎疫苗初步人体试验显示出积极迹象,这表明中国正朝着在阻止这场全球大流行方面发挥关键早期作用方向迈进,加上大摩唱好。该股承上周五逆大跌市回升3.7%势,今天高开报239元,最多续弹8.1%至240元无以为继,获利盘涌现,股价掉头失守10天及20天线(202元及179.8元),最多倒跌28%低见160元,现造179.6元,倒跌19%,成交增至672万股,涉资13.36亿元。
康希诺公布,有关重组新冠肺炎疫苗(腺病毒载体)(Ad5-nCoV)临床试验I期研究结果研究论文已发表於「柳叶刀」。该研究结果显示,Ad5载体COVID-19疫苗接种後28天可耐受,并具有免疫原性,。大摩重申康希诺「增持」评级,目标价大升1.5倍至258元,以反映其成功研发出新冠肺炎疫苗机率明显上升。因为该疫苗已有一期临床数据并加速研发过程,该行现时基础情境假设疫苗成功率为60%(早前为20%),并可能於今年底或明年初获批推出,明年销量或达8,000万剂,定价料介乎30元至100元人民币,明年经风险调整销售额或达29亿元人民币。
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