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《大行報告》瑞銀升科倫博泰生物-B(06990.HK)目標價至180.9元 更多海外進展
瑞銀發表報告指出,科倫博泰生物-B(06990.HK)核心產品SKB264獲國家藥監局授予第四項突破性療法認定,用於一線治療性PD-L1陰性三陰性乳腺癌(TNBC)。同時,其合作夥伴默克(MRK.US)啟動四項三期多區域臨床試驗(MRCT),使用SKB264治療具有表皮生長因子受體(EGFR)突變或其他基因組改變的晚期或轉移性非小細胞肺癌(NSCLC)。 該行相信,SKB264正在取得進展,能夠瞄準更廣泛的患者群體,並具有一流的潛力。該行提高對SKB264、SKB315(claudin 18.2 ADC)和A400 (RET)的銷售高峰預測,以反映研發進展,並認為SKB264、SKB315和A400在美國進展順利。 此外,該行對科倫博泰生物的目標價由131.9元上調至180.9元,重申「買入」評級,對其2024至2026年預測不變,認為公司將受惠於更多海外進展。
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