野村:維持石藥(1093.HK)“買入”評級 對CM310的銷售前景持樂觀態度
野村發表研究報吿指,石藥集團(1093.HK)附屬津曼特生物與康諾亞生物訂立協議,內容有關產品CM310在中重度哮喘和慢性阻塞性肺病(COPD)等呼吸系統疾病的獨家授權開發及商業化。該行維持其“買入”評級,目標價12港元。
野村指,考慮到CM310擁有廣泛的患者基礎和石藥的可靠銷售能力,對CM310的銷售前景持樂觀態度。另外,Regeneron開發的專利藥物Dupixent於2020年實現40億美元的全球銷售額,這表明CM310的商業潛力。

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