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《大行報告》麥格理上調君實生物(01877.HK)目標價至92.62元 評級「跑贏大市」
阿思達克 03-29 11:03
麥格理發表研究報告,指出目前疫情又再度爆發跡象,變種病毒發展迅速,疫苗保護力較弱,出現患者痊癒後再感染的情況,令市場上抗體治療需求增加。

該行預測,今年全球將新增確診個案1.39億宗,按年上升66%,為早前預測的2.3倍,預期口罩及區域封鎖將繼續較疫苗及抗體有效。

麥格理指,君實生物(01877.HK)近期研發重心預期將由PD1新藥「拓益」轉移至新冠病毒相關抗體產品,考慮到抗體主要於海外市場銷售,不會受到國內政策影響。該行又指,君實生物為行業來唯一一間直接提供新冠抗體的內地生科公司,維持其「跑贏大市」評級,目標價升54%至92.62元。

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