《大行报告》摩通上调百济神州(06160.HK)目标价至240元 荣昌生物-B(09995.HK)升至165元
摩根大通发表报告指,MSCI中国健康护理指数年初至今表现跑赢恒指4%,而部分生物科技企业表现超过该行近期上调的目标价。虽然波动性增加,但该行仍为行业部分企业更新模型及目标价,以反映持续的大量流动性、投资者对优质的新兴生物科技公司及关键资产的全球机遇有强劲兴趣。
摩通上调百济神州(06160.HK)股份目标价,由200元升至240元,维持「增持」评级。该行表示,与诺华(Novartis)达成授权合作後,现时对集团PD-1抗体替雷利珠单抗(Tislelizumab)的全球销售更加乐观。
该行亦将荣昌生物(09995.HK)目标价由140元升至165元,维持「增持」评级,并将集团的产品线价值假设由10亿美元升至20亿美元,以反映其抗体偶联药物RC48(爱地希)有固定的全球商业合作夥伴,而有潜在价值创造。
至於君实生物(01877.HK)目标价由68元升至115元,康方生物(09926.HK)则由51元升至70元,同样维持「增持」评级。
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