《大行報告》高盛上調雲頂新耀-B(01952.HK)目標價至91.15元 維持「買入」評級
高盛發表的研究報告指,雲頂新耀-B(01952.HK)去年錄6.03億元人民幣(下同)淨虧損,高過該行預期,主要因為期內上市的一次性開支拖累一般及行政開支高於預期,而嘉善廠房的借貸亦令融資成本有所上升,期內研發開支按年增150%至3.77億元,該行估計今年銷售開支將快速上升,料將按年增682%至2.6億元。
該行指出於去年11月公司的mTNBC中國2b期註冊性臨床試驗EVER-132-001完成首例患者給藥,而依拉環素於3月獲中國國家藥監局受理。高盛展望公司將有一系列的催化劑,包括Trodelvy有望加快獲FDA審批等。
該行維持對公司「買入」評級,將目標價由75.8元升至91.15元,主要認為Xerava成功的可能性由90%提升至95%,估計有望獲中國國家藥監局接納,而Nefecon的成功率亦由81%升至90%。(el/k) ~
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