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《大行》摩通降康方生物(09926.HK)目標價至99元 料美國監管存不確定性
阿思達克 06-04 10:15
摩根大通發表研究報告指,康方生物(09926.HK)周一(2日)股價下跌約10%,而同日恆指僅跌約0.5%,相信是由於Summit Therapeutics(SMMT.US)日前公布依沃西單抗全球三期臨床試驗HARMONi研究頂線結果,透露產品在美國提交生物製劑許可申請的時間表尚未明確,增加市場對美國監管不確定性的擔憂。 摩通將依沃西單抗在美國的成功上市概率預測下調約10%,該產品於2026至2034年的銷售預測下調2%至13%,並將康方生物目標價從110元降至99元,仍維持「增持」評級。
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