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《大行報告》摩通上調百濟神州(06160.HK)目標價至240元 榮昌生物-B(09995.HK)升至165元
阿思達克 02-23 10:06
摩根大通發表報告指,MSCI中國健康護理指數年初至今表現跑贏恆指4%,而部分生物科技企業表現超過該行近期上調的目標價。雖然波動性增加,但該行仍為行業部分企業更新模型及目標價,以反映持續的大量流動性、投資者對優質的新興生物科技公司及關鍵資產的全球機遇有強勁興趣。

摩通上調百濟神州(06160.HK)股份目標價,由200元升至240元,維持「增持」評級。該行表示,與諾華(Novartis)達成授權合作後,現時對集團PD-1抗體替雷利珠單抗(Tislelizumab)的全球銷售更加樂觀。

該行亦將榮昌生物(09995.HK)目標價由140元升至165元,維持「增持」評級,並將集團的產品線價值假設由10億美元升至20億美元,以反映其抗體偶聯藥物RC48(愛地希)有固定的全球商業合作夥伴,而有潛在價值創造。

至於君實生物(01877.HK)目標價由68元升至115元,康方生物(09926.HK)則由51元升至70元,同樣維持「增持」評級。

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