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《大行報告》中金首予騰盛博藥-B(02137.HK)「跑贏行業」評級 目標價31元
阿思達克 11-15 15:57
中金發表報告,首予騰盛博藥-B(02137.HK)「跑贏行業」評級,以現金流折現法計,目標價31元。報告稱,公司是一家專注於抗感染和中樞神經系統疾病的創新藥公司,公司乙肝管線產品BRII-179/BRII-835帶來HBV功能性治癒的希望,新冠中和抗體BRII-196/BRII-198遞交EUA,初步證明研發和臨床開發能力,有望在短期內貢獻收入。 報告認為,騰盛博藥的佈局有望實現差異化競爭。此外,中金認為公司將通過新冠中和抗體,完成一家生科公司從臨床階段到商業化的轉變,證明了公司在中美兩地研發,註冊和商業化的實力。
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