《大行報告》瑞銀下調藥明巨諾-B(02126.HK)目標價至22元 評級「買入」
瑞銀髮表研究報告,指在渠道調查後,相信中國的CAR-T癌症免疫療法發展仍處於早期階段,目前主要的治療都集中在有較高負擔能力的一至二線城市。
該行引述有醫生指出,在報銷之外,病人在接受CAR-T三線治療前,平均使費已達20萬元人民幣,倘藥明巨諾-B(02126.HK)CAR-T銷售均價降至介乎15萬至20萬元人民幣,銷售纔有望明顯上升。該行調整峯值銷售預測,目標價由34.6元降至22元,並指現估值被低估,重申「買入」評級。
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