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《大行報告》高盛降信達生物(01801.HK)目標價至60.3元 維持「買入」評級
高盛發表研究報告指,美國食物與藥品管理局(FDA)召開腫瘤藥物諮詢委員會(ODAC),建議信達生物(01801.HK)及禮來公司(LLY.US)合作研發的信迪利單抗(Tyvyt)需要進行額外臨牀試驗,以提高對美國患者的適用性,負面消息下不再估算Tyvyt的中國以外銷售特許權使用費和裏程碑費用,並將其目標價由84.7元下調至 60.3元。 但高盛表示,對信達生物仍維持「買入」評級,認爲公司近期雖遭遇挫折,但全球化戰略不變,目前擁有5項具有全球發展潛力的項目,預期今年可見到進一步研發進展。 該行將信達2021年盈利預測下調7%,並將今明兩年預測下調161%,以反映公司失去Tyvyt中國除外市場銷售特許權使用費及裏程碑付款的打擊。
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