君實生物(1877.HK)大漲超9%逼近歷史新高 獲瑞銀大幅上調目標價至72.5港元
格隆匯1月14日丨君實生物H股盤中漲超9%至63.2港元,逼近去年7月創出的歷史最高價67港元;A股漲超4%;君實生物最新總市值超780億港元。瑞銀近日發研報稱,恢復覆蓋君實生物,其核心產品PD-1被納入2020年國家醫保藥品目錄(NRDL),有助於促進醫院上市。公司在PD-1申請的關鍵指標中,緊追一線的製藥公司,並通過提早進入市場,而與同業不同。該行認為,公司在生物仿製藥修美樂(Humira)、單抗藥物PCSK9及抑制劑PARP的開發方面處於有利地位,而中和抗體目前正產生收入,並預計君實生物會在2024年實現收支平衡。給予君實生物買入評級,目標價由38.9港元大幅上調86.4%至72.5港元。

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