大摩:領先的抗體研發平台助力創新發展 首予和鉑醫藥(02142.HK)“增持”評級 目標價17港元
格隆匯1月18日丨大摩1月13日發研報指,和鉑醫藥(02142.HK)正在開發10種以上候選藥物的產品線,其中包括3種臨牀試驗,產品管線豐富,中國市場潛力大。公司開發創新生物製劑,聚焦抗體領域,據沙利文公司預測,按銷售額計算,中國抗體市場在2019-2030年的年復增長率將達到30%,共計751億美元。此外,和鉑醫藥的戰略核心是三個基於轉基因小鼠技術的抗體研發平台—HCAb,H2L2和HBICE,利於助推自主研發。基於公司擁有針對腫瘤及自身免疫性疾病的生物療法堅實管線以及三大行業領先的專業抗體研發平台,大摩預計和鉑醫藥將有強勁的市場表現,首次覆蓋予其“增持”評級,目標價17港元,較1月12日收盤價8.33港元有超1倍的潛在升幅。
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