大行評級|瑞銀:上調信達生物目標價至61.4港元 預期明年上半年為首個雙目標GLP-1藥物獲准用於減肥用途
瑞銀報吿指,在新型降血糖治療藥物GLP1最近問世之前,在沒有便捷、可負擔且有效的治療下,估計內地超重或肥胖症人士當中僅0.1%接受臨牀治療。GLP-1的臨牀測試結果及正面回饋,料顯著滲透減肥市場及第二型糖尿病市場,該藥在後者已有14%市佔率。報吿預測,信達生物瑪仕度肽料在2034年取得中國GLP-1市場18%的市佔率,基於該藥的三項優勢,包括預期將在明年上半年為首個雙目標GLP-1藥物獲准用於減肥用途,臨牀測試展示良好效用及安全性,以及公司強勁的商業化能力。該行將信達生物目標價由60.7港元上調至61.4港元,維持“買入”評級。
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