《大行報告》摩通上調信達生物(01801.HK)目標價至47元 評級「增持」
摩通發表報告,上調信達生物(01801.HK)目標價至47元(原本46元),評級「增持」,認為目前估值未完全反映除Tyvyt外的產品增長前景。
摩通指,今個星期參加了信達生物管理層舉行的電話會議,得悉公司產品線進展順利,今年有兩個產品獲批,包括Pemazyre和Cyramza。目前為止有兩個新藥上市申請獲國家藥監局受理,包括BCMA CAR-T IBI326和PCSK9 IBI306。
此外,管理層亦強調了幾個積極數據,包括IBI-362的2期肥胖數據,以及IBI-110(LAG3)、IBI-351(KRAS G12C)等幾個早期階段的腫瘤相關數據,料能助公司於年底前開始關鍵的註冊試驗,有可能在2025年後加強公司的產品組合。
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