《大行報告》花旗首予雲頂新耀(01952.HK)「買入」評級 目標價108元
花旗發表的研究報告首予雲頂新耀(01952.HK)「買入」評級,目標價108元,認為公司滿足到亞洲未被滿足的需求,公司作為整合牌照、臨床發展及商業化等的生物科技企業,其重要資產為Trodelvy,除在中國及其他亞洲地區外,亦於今年4月獲得美國食品藥品管理局的審批用於治療已接受過至少兩線既往針對轉移性疾病治療的mTNBC患者。
該行指出公司八大藥物主要針對四個治療領域,包括腫瘤科、免疫科、心腎科疾病及傳染病,而旗下的Sacituzumab govitecan則有機會可轉變乳癌及泌尿上皮癌的治療。值得留意的是10月份其主要藥物Trodelvy在中國推出Ph2b實驗,並計劃在中國進行另一註冊實驗,加上已被納入最新更新的2020版《中國晚期乳腺癌規範診療指南》等。
該行認為2021年下半年Trodelvy有機會進入上市查驗登記申請,而旗下Nefecon則有機會在明年首季在美國申請新藥註冊。
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