大行評級 | 中信建投：給予和鉑醫藥-B(2142.HK)"買入"評級 目標價7.8港元
中信建投2022年5月16日發佈研報認為和鉑醫藥通過自研+合作構建差異化研發管線，首次覆蓋公司並給予"買入"評級，目標價格6個月為7.80港元。
以下為研報摘要：
和鉑醫藥致力於推動全球抗體藥物創新發展
和鉑醫藥是一家專注於創新藥研發和商業化的生物製藥公司。公司擁有一流的管理團隊，優秀的人才隊伍。公司成立至今建立起以 Harbour Mice®及HBICE®平台為核心的抗體藥物發現平台，並憑藉卓越研發能力建立豐富產品管線，覆蓋腫瘤和自身免疫疾病 兩大領域。其中，2項資產進入關鍵性臨牀III期臨近商業化，10 項臨牀試驗處於快速推進階段。公司獨具差異化的市場定位使其 快速引領腫瘤及免疫領域創新抗體療法。
三大核心技術平台助力差異化管線開發
公司以 Harbour Mice®及 HBICE®平台為核心的稀缺領先核心技術 =平台構築為公司差異化管線的研發引擎。三大平台開發難度大， 技術壁壘高，平台稀缺性強，國際已發生多起類似平台重磅交易， 商業潛力大。同時公司目前已與全球 50 多家先進合作伙伴持續推進共同開發戰略，推動平台價值最大化。
巴託利單抗和特那西普潛在同類最優，商業化臨近
巴託利單抗是自身免疫性疾病的突破性療法，在重症肌無力、視神經脊髓炎譜系疾病、免疫性血小板減少症、甲狀腺相關性眼病等適應症中表現良好治療潛力。目前巴託利單抗臨牀進展迅速，預計將於2023年獲批上市。而特那西普有望成為中國乾眼病領域首個全球創新生物藥，其臨牀進展順利，預計將於2023年獲批上市。
公司多個潛力管線項目加速向前推進，滿足全球患者不同需求
公司已建立起覆蓋腫瘤和自身免疫疾病的多元化差異化管線，多個針對實體瘤、血液瘤、重症哮喘等不同適應症的潛力管線項目正在加速推進。HBM4003目前處於臨牀I期，公司另有多項資產研發進展順利，預計2022年將提交 IND 申請。(以上摘要內容略有刪減)
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