《大行》美銀上調再鼎醫藥(09688.HK)目標價至29.61元 升泰格醫藥(03347.HK)目標價至40.1元
美銀發表中國醫藥股報告,其中再鼎醫藥(09688.HK)(ZLAB.US)上周一(2日)公布ZL-1310針對廣泛期小細胞肺癌患者的1a/1b期臨床試驗更新數據。二線治療中,所有劑量水平的未經確認客觀緩解率為67%,在1.6毫克/公斤劑量下達到79%。該產品在低於2毫克/公斤的目標劑量下顯示出良好耐受性,與治療相關的3級或以上不良事件發生率為6%,且無患者因不良事件中止用藥。美國食品及藥物管理局上月已授予ZL-1310快速通道資格。
該行基於有關藥物研發進展,上調再鼎醫藥2027收入及淨利潤預測2.5%及14%,港股目標價由25.27元上調至29.61元,但基於核心產品增長放緩,維持「中性」評級。
該行又指,泰格醫藥(03347.HK)在2025年美國臨床腫瘤學會會議期間稱,公司已參與逾650個腫瘤創新藥物項目,涵蓋超過30種適應症。該行基於醫藥企業的新臨床測試及目前臨床測試進展,上調對公司今年至2027年各年收入預測各1%,同期經調整淨利潤預測上調0.4%至1%,H股目標價由38元上調至40.1元,基於公司在臨床測試服務領域的領導地位,重申「買入」評級。
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