《大行報告》瑞銀上調康寧傑瑞製藥-B(09966.HK)目標價至30.3元 評級「買入」
瑞銀發表研究報告指出,康寧傑瑞製藥-B(09966.HK)KN035(恩沃利單抗)獲得國家藥監局附條件上市批准,適用於不可切除或轉移性微衛星高度不穩定性(MSI-H)/錯配修復功能缺陷(dMMR)的成人晚期實體瘤患者的治療,成為公司首個商業化產品,亦是世上首個皮下注射給藥的程序性死亡蛋白(PD-1)/重組人源化抗程序性死亡配體(PD-L1)抗體。該行預期,其風險調整後的峰值銷售額(國內和海外)將達至31億元人民幣。
該行認為,由於康寧傑瑞製藥的KN035已獲批准,其風險因素由95%上調至100%,對該股的目標價由29.6元上調至30.3元, 評級「買入」。
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