《大行報告》里昂下調百濟神州(06160.HK)目標價至141.1元 評級「買入」
里昂指,因新冠疫情相關的旅行限制,美國食品藥品監督管理局(FDA)無法如期在中國完成所需的現場核查工作,因此延長百濟神州(06160.HK)旗下百澤安新藥針對不可切除或轉移性食管鱗狀細胞癌患者的二線治療的上市申請審評時間,與該行預期基本一致。
目前FDA尚未提供更新的處方藥申報者付費法案(PDUFA)預期決議日期。因此該行調整對百濟神州損益表預測以反映更新後的管線潛力,港股目標價由191.9元降至141.1元,其美國預託證券(BGNE.US)目標價由319.5美元降至228.3美元,均重申「買入」評級。
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