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《大行報告》高盛上調信達生物(01801.HK)目標價至100.3元 評級「買入」
阿思達克 06-03 10:55
高盛發表研究指,信達生物(01801.HK)宣布與葆元醫藥簽訂獨家許可協議,獲得葆元主要候選藥物Taletrectinib於大中華區的獨家共同開發和商業化權利。

該行指,Taletrectinib目前正進行臨床試驗,研究用於治療晚期ROS1陽性的肺癌患者和NTRK陽性的實體瘤患者,預期相關疾病需求強勁,中國每年錄得約7,000至8,000個新症,料至2030年峰值銷售將達到9億元人民幣。

高盛指,數據顯示Taletrectinib的客觀緩解率達到100%,高於另外兩款競爭產品的77%至86%水平,對信達生物予以「買入」評級,目標價由93.5元升至100.3元。

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