多管線突破性進展持續釋放利好 大摩高盛等投行紛紛重申基石藥業(2616.HK)買入評級
受益於多個管線取得突破性進展，以及下半年新藥獲批上市預期，港股上市創新藥企基石藥業(2616.HK)再次獲得投行的增持評級。
近期，全球頂級投資銀行摩根士丹利和高盛分別上調基石藥業的目標股價。摩根士丹利從14.0港元/股上調至21.5港元/股，上調幅度54%。高盛從14.8港元/股上調至18.0港元/股，上調幅度22%。
報吿顯示，與管線進度及研發能力相近的港股上市公司比較，基石藥業當前的估值被嚴重低估，吸引力較高。其中高盛研究報吿稱，對中國生物製藥行業長期增長機遇持正面看法，同時更新港股上市的部分內地醫療健康類公司投資評級及目標價位。
今年上半年，摩根大通和摩根斯坦利曾先後發佈研報並給與增持評級，由於基石藥業的快速商業化能力及2021年上市品種多達4個，看好其發展前景。而近期，基石藥業重磅管線舒格利單抗和艾伏尼布的研究進展，使其商業化價值進一步凸顯。
根據此前公開消息，基石藥業腫瘤免疫治療藥物舒格利單抗獲批在即，有望成為全球首個覆蓋非小細胞肺癌III期和IV期患者的抗PD-(L)1抗體。在中國大陸，通過與輝瑞開展合作，能夠使得舒格利單抗的銷售迅速放量；在大中華區以外，通過與EQRx公司合作，藉助其獨特的支付方合作模式以及定價策略，為舒格利單抗海外商業價值的最大化奠定基礎。
另有艾伏尼布的新藥上市申請已獲中國藥監局受理，並作為中國首個療效明確且安全性良好的IDH1抑制劑納入優先評審。而在此之前，基石藥業已有兩款新藥成功商業化，分別是中國首個獲批的選擇性RET抑制劑普吉華®和中國首個獲批的針對PDGFRA外顯子18突變型不可切除或轉移性胃腸道間質瘤的精準治療藥物泰吉華®。
而近期據美股消息，從基石藥業處獲得舒格利單抗海外權益的EQRx公司近期以41.5億美元投資前估值合併上市，登陸納斯達克全球市場，募資金額為18億美元，超出原定募資金額6億美元，舒格利單抗海外權益佔到其整體估值的3/4。此消息也大大提升市場對基石藥業的估值預期。
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