和鉑醫藥-B(02142.HK) HBM7022全球授權阿斯利康 獲多家大行上調目標價
格隆匯4月26日丨和鉑醫藥-B(02142.HK)自4月7日與阿斯利康(AZN.US)訂立HBM7022全球對外授權協議以來,獲多家大行紛紛看好。4月8日瑞信發研報指,與阿斯利康簽訂授權協議,中國生物醫藥行業第一筆雙特異抗體(BsAb) License-out交易,給予公司“跑贏大市”評級,目標價7.0港元上調到7.6港元;4月8日美銀美林發研報指,該行相信此交易是公司擁有強大的技術平台和創新能力的證據,維持公司“買入”評級,目標價上調至7.66港元; 4月13日中信建投發研報指,公司擁有全球領先三大稀缺性核心技術平台、高度差異化和創新性研發管線,HBM7022對外授權獲得首付款及潛在里程碑收入和銷售額特許權使用費分成,給予“買入”評級;4月19日,安信國際發研報指,HBM7022全球授權阿斯利康,核心技術平台價值逐步驗證,全人源抗體技術平台競爭優勢顯著。4月21日大摩發佈研報認為公司擁有獨特商業模式,有助降低整體業務風險,給予公司“增持”評級,目標價上調至5.55港元。
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