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《大行报告》大和首予荣昌生物-B(09995.HK)「跑赢大市」评级 目标价100元
阿思达克 05-17 10:17
大和发表研究报告,指出荣昌生物(09995.HK)的自主研发抗体偶联药物(ADC)候选产品RC48,是用於治疗人类表皮生长因子受体2(HER2)的国内首款本土ADC,未来有对外授权的可能,首次给予「跑赢大市」评级,目标价100元。

该行指出,公司於去年8月就RC48提交新药上市申请,预期将於今年第二季获批上市,估计至2027年峰值收入可达55亿元人民币。

大和指,另一款候选产品融合蛋白RC28,目前正进行对视网膜病变等多种眼科疾病的临床研究评估,预期就湿性老年性黄斑病变(wAMD)的治疗将最先於2023年获批,并估计至2029年峰值销售收入可达15亿元人民币。

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