《大行報告》摩通上調信達生物(01801.HK)目標價至55元 評級「增持」
摩根大通發表報告,指信達生物(01801.HK)擬加快推出胰高血糖素樣(月太)-1受體(GLP-1R)/胰高血糖素受體(GCGR)雙重激動劑mazdutide (研發代號:IBI362)產品,預期將於2024年底或2025年初上市,該行則料有關產品的上市日期,由2026年推前至2025年發布;而IBI362在肥胖症中的定價預期略高,對糖尿病的定價保持不變,惟仍略低於肥胖症。
此外,該行認為信達生物的核心產品信迪利單抗注射液(Tyvyt)將於今年恢復增長,料今年銷量將較高,抵銷了去年銷量較低的影響。該行另估計公司的1L GC及1L ESCC獲納入國家醫保藥品目錄,將推動今年公司銷量穩固增長。
摩通相信,雖然信達生物過去兩個月的股價下跌,惟仍是該行生物醫藥板塊首選之一,將其目標價由50元上調至55元,予「增持」評級。
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