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《大行報告》招銀國際升科倫博泰生物-B(06990.HK)目標價至189.25元 默克(MRK.US)進一步加速SKB264全球臨床開發
招銀國際發表報告指,考慮到默克進一步加速治療腫瘤藥物SKB264(與科倫博泰生物的合作項目)全球臨床開發,進一步探討了SKB264在乳癌和子宮內膜癌中的效用,凸顯了其全球市場潛力,將促進該藥未來全球商業化的進度。加上科倫博泰生物-B(06990.HK)最近加入港股通,因此升後者目標價,由152.26元上調至 189.25元,維持評級「買入」。 該行指,在中國,SKB264的三項第3期試驗正在進行中。基於SKB264治療3L+ TNBC的3期臨床試驗的新藥上市申請自2023年12月起接受審查,預計將於2024年下半年獲得批准,料科倫博泰生物-B(06990.HK)將於2024年啟動SKB264在三陰性乳癌(TNBC)的3期試驗。
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