《大行报告》高盛上调云顶新耀-B(01952.HK)目标价至93.77元 评级「买入」
高盛发表的研究报告指,5月17日云顶新耀-B(01952.HK)公布中国国家药品监督管理局已受理Trodelvy(sacituzumab govitecan-hziy)的生物制品上市许可申请,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月获FDA加快审批,并已於今年4月获批用於治疗至少接受过两线或以上既往治疗的局部不可切除晚期或者转移性三阴性乳腺癌(TNBC),至少其中之一为转移性疾病。
该行认为公司较早申请生物制品上市许可,证明了其执行能力及效率。而近期日本第一三共及阿斯利康公布其TROP2靶向抗体偶联药物的I期试验数据,虽然数据具竞争力,不过在中国仍处初步阶段。随着最新发展,该行将Trodelvy成功率提升至95%,并将公司目标价由91.15元升至93.77元,评级「买入」,维持新药於2022年下半年推出的预测,将2022年及23年销售预测增至6,900万元及2.1亿元人民币。
高盛指出,吉利德正在就Trodelvy进行三期试验,估计下半年有「无进展生存期」(PFS)结果,相信将成Trodelvy短期的催化剂,并意味将有更大的商业化机遇。(el/u) ~
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