《大行報告》瑞銀下調信達生物(01801.HK)目標價至39.3元 評級「買入」
瑞銀發表研究報告指,信達生物(01801.HK)近日召開投資者會議,表示在今年美國臨床腫瘤學會年會、歐洲血液學協會及美國內分泌年會上公布產品臨床研究最新進展,很高興看到多項產品數據都令人鼓舞。
瑞銀表示,看好信達生物產物管線全面,不斷為市場帶來創新藥物,基於最新研究數據,提高對IBI306、IBI188、IBI362 及IBI351的成功率預測,經風險調整峰值銷售額預測由270億元人民幣上調至293億元人民幣,但由於加權平均資金成本預測上調至10.7%,目標價相應由43元降至39.3元,維持「買入」評級。
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