《大行報告》大摩上調康方生物-B(09926.HK)目標價至50元 評級「增持」
康方生物-B(09926.HK)日前與英國小型生科公司Summit(SMMT.US)訂立合作及許可協議。據此,Summit將獲授多予美國、加拿大、歐洲及日本開發及商業化其突破性雙特異性抗體依沃西(PD-1/VEGF,AK112)的獨家許可權。作為交換條件,公司獲得5億美元的首付款及最高可達50億美元的總交易金額。
摩根士丹利發表報告指,這項交易是中國生科行業史上最大的一筆交易,認為是對AK112潛力的重大驗證。而5億美元的預付款顯著增強了集團的現金狀況,加快其他管道開發和早期研發工作。該行將集團目標價由30元上調至50元,評級為「增持」。
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