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百濟神州(06160.HK)扭五連跌曾飆21% 腫瘤藥終期分析獲積極結果 瑞信重申屬醫藥股首選
百濟神州(06160.HK)扭五連跌,今早(13日)高開近15%報88.3元後,早市曾升21%,高見92.9元,惟高位遇阻,近中午收市現報86.7元,升12.9%,成交137.4萬股,涉1.22億元。公司公布,在全球3期ALPINE試驗的一項終期分析中,經獨立評審委員會(IRC)及研究者評估,百悅澤(澤布替尼)對比億珂(伊布替尼),取得無進展生存期(PFS)的優效性結果。 瑞信發表報告,指上述PFS數據符該行原先預期。是次正面結果有助百悅澤晉身獲美國FDA認可的三大BTK抑制劑中「同類最佳」。該地位料可大幅提振百悅澤全球銷售,料全球銷售高峰達30億至40億美元。 該行料其在研抗PD-1抗體tislelizumab在成功實地檢測後,可獲FDA認可,該行料今年11月或12月可成事。該行重申百濟神州是中國醫藥板塊首選股之一,未來12個月有多個催化劑,包括百悅澤潛在獲FDA認可應用於慢性淋巴細胞白血病(CLL)等。該行予百濟神州(BGNE.US)目標價300美元,評級「跑贏大市」。
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