《大行報告》瑞銀上調信達生物(01801.HK)目標價至132.9元 降諾誠健華(09969.HK)評級至「中性」
瑞銀發表的研究報告指,內地領先的生物科技公司研發能力及資產均獲國際企業認可,而這些企業亦開始進入大型國際品牌醫藥市場,認為百濟神州(06160.HK)、信達生物(01801.HK)、君實生物(01877.HK)及諾誠健華(09969.HK)發展產品線進展均理想。
隨著信達生物開展與禮來合作,百濟神州及君實生物亦分別與Novartis及Coherus合作,合作總額分別達22億美元及11億美元。該行相信海外合作可為研發、註冊及市場策略等帶來支持,同時可助將本地PD-1產品帶往海外市場。
瑞銀指出該行所覆蓋的公司產品線開發上進展均理想,相信監管層面將有更多正面消息及數據,予百濟神州美股(BGNE.US)、信達生物及君實生物「買入」評級,但就將諾誠健華評級由「買入」降至「中性」,四家公司目標價全線上調(另見附表)。
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