《大行報告》美銀證券首予康希諾生物-B(06185.HK)「買入」評級 目標價244.04元
美銀證券發表研究報告,首次給予康希諾生物-B(06185.HK)「買入」評級,並將並列為明年上半年中國醫療健康行業的首選,認為疫苗將為公司帶來豐盛回報。
報告指,康希諾不僅是擁有新冠肺炎的候選疫苗Ad5-nCoV的生物科技公司,更是有另外16種高質量候選疫苗的創新疫苗供應商,考慮到市場對COVID-19疫苗的龐大需求,相信未來最重要的催化劑是Ad5-nCoV的商業化。美銀指,該產品具有良好的依從性,只需要一劑就可以激活免疫反應,已獲得中國中央軍事委員會的批准,目前正在墨西哥、巴基斯坦和俄羅斯進行III期臨床試驗。
該行預計,康希諾將於明年開始推出該產品,據報道指墨西哥已訂購3,500萬筆注射劑,加上公司其他產品有潛在商業化可能,予目標價244.04元。(gc/k)
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