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《大行报告》中金:石药(01093.HK)三代EGFR商业授权项目落地 升目标价至12元
阿思达克 03-11 14:25
中金发表研究报告指,石药集团(01093.HK)获上海倍而达药业BPI-7711胶囊(三代EGFR)在国内的独家产品授权和商业化权利,并得到BPI-1178胶囊商业化授权优先谈判权,预期将进一步加强肿瘤创新管线。

报告指出,中国每年肺癌新发病患者约73万人,其中非小细胞肺癌占约85%,EGFR基因突变率约为40%,预期随着一线适应症纳入医保及更多国产产品上市,国内三代EGFR药物有望取代一、二代EGFR药物,市场容量达到逾百亿元人民币。

中金表示,上海倍尔达的BPI-7711胶囊目前处於临床3期及2b期,并将於近期在中国提交上市申请,有望成为第5家获批上市的三代EGFR产品,维持对石药2020至2021年每股盈利预测为0.38及0.43元人民币,新增明年预测为每股0.49元人民币,并维持「跑赢行业」评级,目标价升至12元。

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