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《大行報告》里昂下調和鉑醫藥-B(02142.HK)目標價至11.3元 評級「買入」
阿思達克 01-11 14:03
里昂發表研究報告指,和鉑醫藥-B(02142.HK)今年關鍵產品里程碑為巴托利單抗(batoclimab)治療重症肌無力(MG)及視神經脊髓炎譜系障礙(NMOSD)的潛在新藥上市申請,其中前者的三期臨床試驗已於2021年9月開始,預計2023年將進一步提交用於治療免疫性血小板減少症(ITP)和格雷夫斯眼病(GO)的新藥上市申請。和鉑醫藥並計劃在今年提交用於治療乾眼病的特那西普(tanfanercept)上市申請。 里昂預期,和鉑醫藥2023年收入將達到7,600萬美元,當中4,100萬美元來自的巴托利單抗,3,200萬美元來自特那西普,重申「買入」評級,目標價由17元下調至11.3元,預期2021至2023年淨虧損將分別達到1.3億、1.6億及1.27億美元。
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