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《大行》中金升先聲藥業(02096.HK)目標價45.5%至12.8元 對外授權進展順利
阿思達克 06-25 14:56
中金發表研究報告,指先聲藥業(02096.HK)創新管線持續推進,對外授權進展順利。其日前宣布其全球新一代抗失眠藥「科唯可」(鹽酸達利雷聲片)獲國家藥監局批准上市,且未被作為精神藥品管制。科唯可展示優秀臨床數據,解決現有藥物臨床痛點,具備BIC潛力。先聲藥業與NextCure(NXTC.US)達成戰略合作,共同開發SIM0505(CDH6 ADC)。自研三抗SIM0500完成第一期美國首例患者給藥。 該行基本維持對先聲藥業2025和2026年盈利預測不變,當前股價對應2025和2026年的21.8倍及19.5倍市盈率。考慮板塊估值中樞上行,中金上調對其目標價45.5%至12.8港元,對應預測2025和2026年市盈率分別24.9倍及22.3倍,維持「跑贏行業」評級。
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