《大行報告》野村上調康方生物-B(09926.HK)目標價至50.14元 評級「買入」
野村發表研究報告將康方生物-B(09926.HK)2022財年收入及淨虧損預測,分別下調2%及2.2%,以反映去年第四季的疫情影響。
然而,該行對康方生物2023及2024財年收入預測上調4.9%及11.3%,盈利預測上調4.3%及7.2%,主要由於公司與Summit Therapeutics(SMMT.US)就Ivonescimab (PD-1/VEGF)的許可協議中,已收到首付款5億美元,該行假設當中80%將於2023財年入帳,其餘將於明年入帳;卡度尼利單抗注射液(PD1/CTLA-4)的快速提升潛力;派安普利單抗注射液(PD-1單抗)新獲批用於一線治療局部晚期或轉移性鱗狀非小細胞肺癌(sq-NSCLC)。
野村維持對康方生物「買入」 評級,目標價由46.04元上調至50.14元,看好公司在內地雙特異性抗體(BsAb)市場的領先地位。
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