《大行報告》瑞信下調信達生物(01801.HK)目標價至58元 評級「跑贏大市」
信達生物(01801.HK)與禮來公司(Eli Lilly)合作開發的肺癌新藥PD-1抗體信迪利單抗Tyvyt(sintilimab)遭一個協助美國食物與藥品管理局(FDA)提供諮詢的顧問委員會以14票贊成、1票反對的結果,建議進行額外的試驗,瑞信發表研究報告,指情況比預期更負面,扣減信達生物的PD-1海外銷售預測及輕微下調其內地銷售,調低信達目標價由75元至58元。
瑞信稱,FDA及其顧問對中國生物技術的整體解讀似乎屬負面,FDA更引用了2016年 BMJ 的一篇文章,聲稱超過80%的中國臨床數據屬「欺詐或不合格的」。
信達生物上周五(11日)早上舉行的電話會議,重點於管道開發,該行維持信達評級「跑贏大市」,將信達2021年預測每股盈測調高9%,2022年預測及2023年預測每股盈利則分別調低49%及215%。
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.