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《大行報告》大摩料基石藥業-B(02616.HK)與輝瑞等合作未來產生強勁商業業績
阿思達克 12-22 09:54
摩根士丹利發表研究報告指,基石藥業-B(02616.HK)的PD-L1抗體藥物「擇捷美」獲國家藥品監督管理局批准新藥上市申請,聯合化療用於治療初治轉移性非小細胞肺癌患者。 大摩指,該批准令擇捷美成為全球批准用於轉移性非小細胞肺癌一線治療的首個PD-L1療法,其治療益處可與已批准的PD-1藥物相媲美,認為基石與輝瑞(PFE.US)的戰略合作將推動該資產在內地市場的商業化增長,並料未來數年產生強勁商業業績。大摩又預期基石藥業的海外合作夥伴EGRx將繼續與海外多家監管機構討論「擇捷美」的應用安排。 大摩指出,此為基石藥業今年第三款獲批藥物,亦是國內首個獲批主要腫瘤適應症的PD-L1,給予目標價20.5元,評級為「增持」。
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