《大行报告》野村首予康宁杰瑞制药-B(09966.HK)评级「买入」 目标价17.2元
野村发表报告表示,首予康宁杰瑞制药-B(09966.HK)「买入」评级及目标价17.2元,指其为被低估的创新疗法开发商,对其业务前景感乐观,主因包括KN046对PD-1耐药患者的总体生存期(OS)改善潜力;KN026的优越安全性和有效性数据;以及第一种可注射的PD-L1抑制剂KN035的现金流量贡献等因素。
该行预期,其产品KN035於2027年能产生峰值销售额10.93亿元人民币,而KN046将於2023年推出市场,而至2028年产生峰值销售额37亿元人民币。
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