大行評級|交銀國際:上調雲頂新耀目標價至72.5港元 維持“買入”評級
交銀國際發表研究報告指,雲頂新耀的AI+mRNA技術平臺亮相研發日,集中展示基於該平臺的數款mRNA腫瘤藥物研發進展,包括1)EVM16已在小鼠模型中驗證療效,並與PD-1抗體有協同作用。IIT研究顯示其低起始劑量也能激發患者特異性T細胞反應,免疫原性良好;2)EVM14臨牀前研究發現其具備誘導免疫記憶、降低腫瘤復發的潛力,正同步推進中美雙報;3)自體生成CAR-T項目也已在動物模型中驗證有效,具備現貨型、無需淋巴耗竭、劑量可控等優勢。
該行基於雲頂新耀mRNA平臺開發穩步推進,以及可逆BTK膜性腎病變數據優異,上調該股目標價至72.5港元,對應237億元目標估值和1.8倍收入達峯時的市銷率,維持“買入”評級。
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