《大行報告》美銀證券下調信達生物(01801.HK)目標價至39.5元 評級「買入」
美銀證券發表研究報告指,美國食品及藥物管理局(FDA)召開腫瘤藥物諮詢委員會(ODAC),要求信達生物(01801.HK)就與禮來公司(LLY.US)合作開發的產品信迪利單抗進行額外臨牀試驗,負面消息下市場預期美國審批將延遲,因此下調銷售預測,並將目標價由69.7元降至39.5元。
該行預期,美國當局對信迪利單新藥上市申請的審批將由今年推遲至2024年,並減少銷售點。由於禮來公司可能降價,因此下調中國以外市場的銷售預測,加上中國國家醫保目錄降價,亦下調信迪利單抗的內地市場銷售預測。
但美銀指出,信迪利單抗作爲納入國家醫保目錄的首款單抗產品,中國市場峯值銷售額仍可能達到30億元人民幣以上,同時公司產品管線豐富,提供可持續增長動力,重申對信達生物的「買入」評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.