港股異動丨和黃醫藥大升超11%,多家機構看好
美股大升帶動今早港股市場和黃醫藥(0013.HK)走高,盤初一度升超11%報32.9港元。上週五和黃醫藥美股收升8.65%報18.47美元,折算成港股市場價格為29.26港元/股。和黃醫藥成立於2000年,專注於腫瘤和免疫系統疾病創新藥的研發,現有13款處於臨牀階段的創新藥物,正在開展逾15項註冊研究,其中呋喹替尼、索凡替尼、賽沃替尼已在國內獲批上市。公司還與阿斯利康、武田製藥等國際大藥企合作推進核心產品全球化進程。呋喹替尼攜手武田探索胃腸道腫瘤、賽沃替尼攜手阿斯利康探索肺癌。德邦證券近日發研報稱,和黃醫藥呋喹替尼結直腸癌三線治療優勢明顯,海外獲批在即。海外權益授權武田製藥,美國FDA獲予以優先審評,PDUFA日期為11月30日;歐洲申請已獲EMA確認;日本於23年9月完成提交,商業化出海在即,預計國內銷售峯值5億美元,海外峯值5億美元。賽沃替尼瞄準EGFR-TKI耐藥廣闊市場。國內二線治療MET擴增的EGFR TKI難治性NSCLC空間大,預計24年底遞交上市申請,預計國內銷售峯值5億美元。該行認為,公司創新產品管線豐富,全球化進展順利。預計2023/24/25年總收入分別為7.63、8.15、9.04億美元。首予公司“買入”評級。此外,海通國際發佈研報,預計和黃醫藥2025年實現盈虧平衡,首予其“優於大市”評級,預計2023至25年風險調整後收入為799/783/1071百萬美元,純利分別為+87/-7/+168百萬美元,目標價45.09港元。

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