《大行報告》美銀證券上調百濟神州(BGNE.US)目標價至263.3美元 評級「中性」
美銀證券發表研究報告指,百濟神州(BGNE.US)自主研發藥物帕米帕利(Pamiparib)、替雷利珠單抗(Tislelizumab)及BRUKINSA(Zanubrutinib)的2月份銷售額分別按年增長150.2%、84.3%及49.4%,其他12款獲准上市的產品按年增幅則介乎零至844.6%。
報告指出,美國當局月初宣布撤回伊布替尼用於治療套細胞淋巴瘤(MCL)和邊緣區淋巴瘤(MZL)的加快審批,目前美國市場分別有兩種及4種BTK抑製劑獲批用於治療復發╱難治性MZL及MCL,當中包括百濟神州的BRUKINSA,預期公司將可搶佔更多市場份額,因此上調其在中國和美國市場的MCL及MZL適應症的銷售預測。
由於長期盈利預測提升,美銀將百濟神州的美股目標價上調至263.3美元,但考慮到其強勁的全球擴張能力有部分被中國的降價壓力所抵銷,重申「中性」評級。
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