《大行》花旗升信達生物(01801.HK)目標價至90元 進入新階段
花旗發表研究報告指,信達生物(01801.HK)旗下IBI363(PD-1/IL-2alpha-bias雙特異性抗體融合蛋白產品),獲意見領袖們突顯出良好的數據,及有潛力成為下一代免疫腫瘤治療(IO)關鍵產品。花旗認為,信達生物可能帶來更廣範圍、高效、低毒的創新癌症治療,而信達生物維持其2027年實現200億元人民幣產品收入的目標,並於2030年推進五項管線資產進入國際多中心臨床實驗(MRCT)第三期。
花旗認為,信達生物已進入新階段,受強勁商業表現及全球創新驅動,並基於折現現金流(DCF)方法,將其目標價從60元上調至90元,維持「買入」評級。
花旗將信達生物2025年至2027年各年收入預測分別微調1%、2%及2%,將2025年、2026年、2027年每股盈測分別調整為0.05元、0.53元、1.22元人民幣(下同),原為0.08元、0.54元、1.23元。
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