《大行報告》中金首予和黃醫藥(00013.HK)「跑贏行業」評級 目標價80.21元
中金髮表報告,首予和黃醫藥(00013.HK)「跑贏行業」評級 ,目標價80.21元,潛在升幅爲36.6%。該行指,和黃醫藥的差異化產品適應症佈局,有三款產品已在中國上市,並認爲公司是一間具有全球商業化能力的生物技術公司,Savolitinib、Surufatinib和Fruquintinib在難治性腫瘤、罕見腫瘤和終端腫瘤治療領域均取得突破。
報告補充,Savolitinib是中國第一個MET抑制劑,也是全球第三個MET抑制劑,其新藥申請獲國家藥監局批準,相信聯合治療方案可以在全球範圍內產生收益。
而Surufatinib已經在中國上市,用於治療神經內分泌腫瘤患者,並計劃於22年上半年在歐洲和美國上市,相信將加速產品銷售的提升。至於Fruquintinib在治療效果和安全性方面亦優於競爭產品。
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