高盛:維持基石藥業(2616.HK)買入評級 目標價18港元
高盛發表研究報吿稱,基石藥業(2616.HK)旗下PD-L1抗體藥物擇捷美(舒格利單抗注射液)獲中國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的轉移性(IV期)非小細胞肺癌患者。該藥物為集團第3款商業產品,亦為國內第2款PD-L1。
該行表示,看到舒格利單抗注射液在中國商業化會是艱難的競爭,因恆瑞、信達及百濟神州的一線非小細胞肺癌(NSCLC)適應症均已獲國家醫保藥品目錄覆蓋,每年的成本為3.7萬至5萬元人民幣。該行將密切關注基石藥業及輝瑞的訂價及商業化策略,以更新對舒格利單抗注射液估值貢獻的預測。 該行維持對基石藥業“買入”評級,目標價18港元。

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