大行評級丨摩根大通:首予科倫博泰生物“增持”評級及目標價240港元
摩根大通發表研究報吿指,首予科倫博泰生物“增持”評級,目標價240港元。科倫博泰生物成立於2016年,目前,其在中國市場擁有一款抗體藥物偶聯物(ADC) SKB264,並且有八個ADC正在進行臨牀測試中,另有三個非ADC癌症藥物正在中國的新藥申請(NDA)審批之中。
摩通續提到,默沙東擁有SKB264在大中華區以外的開發、使用、製造及商業化權利,並啟動了10項SKB264的全球第三階段試驗,涵蓋的適應症比競爭對手更廣泛。因此,該行估計SKB264在中國的潛在銷售高峯或逾80億元人民幣,而在中國以外的銷售高峯可達到60億美元。
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