《大行报告》麦格理上调君实生物(01877.HK)目标价至92.62元 评级「跑赢大市」
麦格理发表研究报告,指出目前疫情又再度爆发迹象,变种病毒发展迅速,疫苗保护力较弱,出现患者痊癒後再感染的情况,令市场上抗体治疗需求增加。
该行预测,今年全球将新增确诊个案1.39亿宗,按年上升66%,为早前预测的2.3倍,预期口罩及区域封锁将继续较疫苗及抗体有效。
麦格理指,君实生物(01877.HK)近期研发重心预期将由PD1新药「拓益」转移至新冠病毒相关抗体产品,考虑到抗体主要於海外市场销售,不会受到国内政策影响。该行又指,君实生物为行业来唯一一间直接提供新冠抗体的内地生科公司,维持其「跑赢大市」评级,目标价升54%至92.62元。
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