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《大行報告》高盛上調雲頂新耀-B(01952.HK)目標價至93.77元 評級「買入」
阿思達克 05-20 09:52
高盛發表的研究報告指,5月17日雲頂新耀-B(01952.HK)公布中國國家藥品監督管理局已受理Trodelvy(sacituzumab govitecan-hziy)的生物製品上市許可申請,早於公司早前2021年下半年或2022年上半年的指引。Trodelvy於2020年4月獲FDA加快審批,並已於今年4月獲批用於治療至少接受過兩線或以上既往治療的局部不可切除晚期或者轉移性三陰性乳腺癌(TNBC),至少其中之一為轉移性疾病。

該行認為公司較早申請生物製品上市許可,證明了其執行能力及效率。而近期日本第一三共及阿斯利康公布其TROP2靶向抗體偶聯藥物的I期試驗數據,雖然數據具競爭力,不過在中國仍處初步階段。隨著最新發展,該行將Trodelvy成功率提升至95%,並將公司目標價由91.15元升至93.77元,評級「買入」,維持新藥於2022年下半年推出的預測,將2022年及23年銷售預測增至6,900萬元及2.1億元人民幣。

高盛指出,吉利德正在就Trodelvy進行三期試驗,估計下半年有「無進展生存期」(PFS)結果,相信將成Trodelvy短期的催化劑,並意味將有更大的商業化機遇。(el/u) ~

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