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《大行報告》花旗上調百濟神州(BGNE.US)目標價至290美元 評級「買入」
花旗發表報告指,對百濟神州(BGNE.US)與瑞士製藥公司諾華終止tislelizumab(替雷利珠單抗)藥物授權協議不完全感到意外,因在早前諾華亦終止了與百濟神州合作開發、生產及商業化抑制劑ociperlimab。根據是次協議,百濟神州將可重新獲得開發、生產和商業化替雷利珠單抗的全部全球權利,而且無需支付特許使用費。對於百濟神州而言,重獲替雷利珠單抗使用權利,將為公司在美國或歐盟市場建立實體腫瘤商業化的能力奠定基礎。 該行將集團銷售及行政支出預測稍微上調,反映在美國或歐洲市場,替雷利珠單抗商業化的成本。根據現行監管更新,替雷利珠單抗獲得歐盟批准,作為單藥用於治療既往接受過含鉑化療的不可切除、局部晚期或轉移性食道鱗狀細胞癌(ESCC)的成人患者,同時,美國食品藥品監督管理局(FDA)也已經受理替雷利珠單抗的一項上市許可申請,因此該行將集團目標價由285美元上調至290美元,維持其評級為「買入」。(ca/k) ~
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