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《大行報告》匯豐研究下調信達生物(01801.HK)目標價至60元 評級「買入」
阿思達克 02-18 11:54
匯豐研究發表研報,美國食品及藥物管理局(FDA)於2月10日召開腫瘤藥物諮詢委員會(ODAC)會議,要求信達生物(01801.HK)就信迪利單抗(Tyvyt)進行額外臨牀試驗,雖然ODAC討論結果負面,但亦爲即將推出的國產藥物制定出更明確規則,依然看好信達生物研發平臺能力及產品管線發展,維持「買入」評級。 匯豐研究指,ODAC結果符合市場預期,但內地生物科技股的市場情緒較預期差,信達生物的股價自1月底以來累計下跌22%,對比同期恆指下跌1%。 該行剔除估算模型中Tyvyt海外市場銷售額預測,並將公司2021至2023年收入預測下調3%至14%,對2022年淨虧損預期由17億元人民幣修訂至20億元人民幣,2023年淨虧損預測由7億元人民幣更新至17億元人民幣,目標價相應從85元下調至60元。
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