《大行報告》瑞信下調君實生物(01877.HK)目標價至57元 評級「跑贏大市」
瑞信發表報告,指君實生物(01877.HK)管理層提出的2022年PD-1國內銷售目標爲15億元人民幣,並預計在11月上半月的國家醫保藥品目錄(NRDL)談判中,降價壓力會比往年小。該行維持君實生物「跑贏大市」評級,目標價由61元下調至57元。
瑞信指,PD-1的擬定的處方藥用戶付費法案(PDUFA)目標審評日期爲2022年4月,美國食品藥品監督管理局目前沒有計劃召開諮詢委員會會議。管理層並計劃在2022年上半年爲治療食管鱗狀細胞癌(ESCC)和非小細胞肺癌(NSCLC)進行下一次PD-1申請。
另外,瑞信指,公司已經開始在烏茲別克斯坦進行新冠病毒藥物VV116的臨牀試驗,並希望在未來3至5個月內完成第1/2期研究。
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