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研報掘金丨中金:上調三生製藥目標價至21.1港元 維持“跑贏行業”評級
格隆匯 05-21 17:01
中金髮表研報指,SSGJ-707為三生製藥腫瘤板塊核心管線,已獲批進入一線治療PD-L1陽性局部晚期或非小細胞肺癌的三期臨牀研究(K藥頭對頭),並已獲中國突破性療法認定資格,同時SSGJ-707正在國內進行包含聯合化療一線治療晚期非小細胞肺癌、轉移性結直腸癌及晚期婦科腫瘤在內的多項二期臨牀。該行認為有關治療或具備同類最佳潛力,期待近期美國臨牀腫瘤醫學會(ASCO)會議披露更多數據。該行維持對公司今明兩年經調整淨利潤預測,暫不涵蓋今次業務拓展(BD)首付款收入。該行維持對該股“跑贏行業”評級,考慮同業估值提升,上調目標價56%至21.1港元。
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