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大行評級|招商證券國際:維持基石藥業“買入”評級 未來ROR1產品有望帶來估值提升
格隆匯 02-08 16:35

招商證券國際日前發佈年度全球醫藥、醫療行業報吿稱,看好基石藥業在臨牀試驗上的高效運營,以及在下一代腫瘤免疫領域的前瞻性佈局,未來ROR1產品有望帶來公司的估值提升。該行維持基石藥業“買入”評級,目標價7.3港元,並將基石藥業列為中小生物技術企業核心推薦。

該行建議對港股醫藥行業超配,因為港股醫藥股目前正處在近4年的底部位置,2025年隨着業績的逐漸明朗,以及監管上的信息趨於正面,港股醫藥也將迎來反彈的機會。此外,國家醫保丙類目錄的出台將帶領中國藥品市場經歷新一輪支付端的巨大改革,這將對創新藥企業估值起到正面作用。

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