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大行評級丨摩根大通:上調信達生物目標價至84港元 上調IBI363銷售預測
格隆匯 06-09 13:14
摩根大通發表研究報告指,在今年ASCO會議上,信達生物IBI363超出預期的總生存期(OS)數據推動信達生物股價上漲後,該行預期持續的臨牀催化劑將進一步推動信達生物表現。關鍵催化劑包括IBI363的臨牀數據更新,特別是其美國數據和新適應症數據,以及早期創新藥物(如腫瘤學和免疫學領域的ADC和雙特異性抗體)的第一階段數據。摩通將IBI363的銷售預測上調約95%,並提高管線估值,目標價由74港元上調至84港元,並重申“增持”評級,仍是該行生物科技覆蓋範圍內的首選。
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