《大行報告》高盛上調雲頂新耀-B(01952.HK)目標價至15.91元 評級「中性」
高盛發表研究報告指出,將雲頂新耀-B(01952.HK) mRNA疫苗(EVER-COVID19 -M1)的臨床試驗成功概率由54%上調至67%,主要是其新冠候選疫苗PTX-COVID19-B的II期研究已通過臨床驗證,公司正就III期臨床試驗提交新藥申請,期望於今年獲得中國緊急使用授權(EUA)。
對於雲頂新耀的抗生素專營權,該行考慮到公司的新戰略計劃,對其Taniborbactam臨床試驗成功概率由53%提高至76%,並對SPR206臨床試驗成功概率由48%上調至53%。而Ralinepag的臨床試驗成功概率亦由53%上調至76%,以反映其III期臨床試驗狀態。
該行對雲頂新耀2022至2024財年的每股盈測,分別由原預期的盈利2.23、虧損3.97及虧損2.51元人民幣,調整至虧損1.11、虧損3.97及虧損2.5元人民幣。予以「中性」評級,目標價由13.98元上調至15.91元。
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