《大行報告》里昂升科倫博泰生物-B(06990.HK)目標價至158元 評級「買入」
里昂發表報告,預期科倫博泰生物-B(06990.HK)去年收入創紀錄達15億人民幣,淨虧損2.92元,主要是由與默克的預付協議推動。科倫博泰生物今年進入生物製藥領域,年底可能擁有四個商業資產。TROP2 ADC 第三期試驗於中國和海外已準備就緒。
該行將科倫博泰生物2023至2024年收入預測分別上調12.5%及1.9%,2025年下調49.9%;2023至2024年淨虧損預測下調31.5%及20.8%,並料2025淨虧損8,900萬元人民幣。目標價由135.1元上調至158元,評級「買入」。
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