《大行报告》瑞信:药明生物(02269.HK)受Vir研发新冠中和抗体临床三期失败影响或使股价波动
瑞信发表研究报告予药明生物(02269.HK)「跑赢大市」评级,目标价130元,预期公司会在业绩会议上阐述良好的盈利情况、在手工作进展、发展新的mRNA研发与制造平台,与潜在CMO项目最新情况。
该行指,最近Vir研发新冠中和抗体(VIR-7831)临床三期失败,而公司与Vir有研究协议,消息或为药明生物股价带来波动,惟该行料对公司实际收入影响有限;同样地,近期Amicus研发AT-GAA失败(潜在为药明生物的第三期项目),涉及晚发型庞贝氏症之药物,同样应不会对公司收入潜力有显着影响。
该行又指,VIR-7831目前仍有其他试验进行,而VIR-7832可作後备,但两者均需要公司的实验工作。
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