《大行報告》匯豐研究升康哲藥業(00867.HK)目標價至17.5元 評級「買入」
匯豐研究發表報告指,康哲藥業(00867.HK)用於治療適合系統治療或光療的中度至重度斑塊狀銀屑病成人患者的創新藥替瑞奇珠單抗注射液(益路取)的新藥上市許可申請已於5月26日獲得國家藥監局批准,該藥物為內地首個上市IL-23抗體。
報告指,考慮到該藥龐大的患者群體和每年只需四次給藥的較好的患者依從性,相信如果被納入未來的醫保,銷售量會急劇上升。同時該行亦見到康哲藥業眼科、美學醫療和新業務組合不斷擴大,並期待新藥推出,料集採影響將在2025年後減弱。維持「買入」評級,將目標價由17元上調至17.5元。
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