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《大行报告》高盛上调云顶新耀-B(01952.HK)目标价至91.15元 维持「买入」评级
阿思达克 03-23 13:56
高盛发表的研究报告指,云顶新耀-B(01952.HK)去年录6.03亿元人民币(下同)净亏损,高过该行预期,主要因为期内上市的一次性开支拖累一般及行政开支高於预期,而嘉善厂房的借贷亦令融资成本有所上升,期内研发开支按年增150%至3.77亿元,该行估计今年销售开支将快速上升,料将按年增682%至2.6亿元。

该行指出於去年11月公司的mTNBC中国2b期注册性临床试验EVER-132-001完成首例患者给药,而依拉环素於3月获中国国家药监局受理。高盛展望公司将有一系列的催化剂,包括Trodelvy有望加快获FDA审批等。

该行维持对公司「买入」评级,将目标价由75.8元升至91.15元,主要认为Xerava成功的可能性由90%提升至95%,估计有望获中国国家药监局接纳,而Nefecon的成功率亦由81%升至90%。(el/k) ~

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