大行評級丨高盛:信達生物IBI311料將上市 目標價升至66.66港元
高盛發表報吿,信達生物宣佈IBI311(抗IGF-1R抗體)治療甲狀腺眼病的III期臨牀研究(RESTORE-1)達成主要終點,計劃將遞交上市申請,該行維持信達生物"買入"評級,目標價由57.4港元調高至60.66港元。高盛估計,信達生物新藥IBI311治療效果令人滿意,預計可於2025年於內地推出上市,2033年銷售峯值達10億元人民幣,這假設約有2.5萬名甲狀腺眼病病人受藥。有見及此,該行把2025年每股盈利預測,由原先0.08元人民幣,上調至0.11元人民幣;至於2023及2024年每股虧損維持0.59元及0.78元人民幣。
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