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《大行報告》法巴下調信達生物(01801.HK)合理值至47.5元 評級「買入」
阿思達克 04-03 13:58
法巴發表報告指,信達生物(01801.HK)去年業績符合預期,維持對其「買入」評級,將對其合理值由50元降至至47.5元,以反映管道進展較慢和雙特異性分子(BiSPACific molecules)管道貢獻較低。 該行認為Tafolecimab和Mazdutide是信達生物最重要的中期管線資產。另外,公司於去年提交Tafolecimab在原發性高膽固醇血症和混合型血脂異常的適應症上市申請,並可能於今年上半年上市,相信將成為一個重要的催化劑。
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