野村:上調康寧傑瑞(9966.HK)目標價至28.8港元 評級“買入”
野村發表研究報吿指,康寧傑瑞製藥(9966.HK)於2021年美國臨牀腫瘤學會(ASCO)年會呈列KN046及KN026的研究結果。當中KN046在對9例可評估療效患者的整體緩解評估中,ORR為55.6%及DCR為88.9%,因此KN046聯合白蛋白紫杉醇及吉西他濱作為不可切除局部晚期或轉移性PDAC患者的一線療法具有良好的活性、安全性及耐受性,證實了進一步評估的理論基礎及可行性。該行維持其“買入”評級,將目標價由25.1港元上調14.74%至28.8港元。
野村指,股價今年的催化劑還有6月4-8日的ASCO結果發表、集團的投資者日、歐洲腫瘤學學會(ESMO)結果發表及KN026獲批的消息。該行相信,KN046有潛力成為治療非小細胞肺癌的標準PD-1藥物,另外KN026亦有較同類藥物更有功效及安全性。

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