《大行報告》瑞信下調和鉑醫藥-B(02142.HK)目標價至14元 評級「跑贏大市」
瑞信發表研究報告指,和鉑醫藥-B(02142.HK)的合作方Immunovant(IMVT.US)日前宣布,計劃於今年底至明年初重啟對全人源抗FcRn抗体batoclimab的臨床研發計劃,並考慮透過降低劑量,減少低密度脂蛋白(LDL)膽固醇的影響。
該行指出,目前兩家公司都未得出LDL水平的相關臨床研究數據,Immunovant的首席醫療官(CMO)更在入職數月後就離任,項目前景維持不明朗,兩家公司股價表現亦因此受影響。
瑞信又指,和鉑於上市時曾透露將就batoclimab治療甲狀腺相關性眼病(GO)進行研究,但目前未見進展,將目標價降至14元(原本15元),維持「跑贏大市」評級。
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