《大行》瑞銀升科倫博泰(06990.HK)ADC蘆康沙妥珠單抗銷售預測 目標價上調至452.8元
瑞銀發表研究報告指,科倫博泰-B(06990.HK)與默沙東合作開發的靶向人滋養細胞表面抗原2(TROP2)抗體偶聯藥物(ADC)蘆康沙妥珠單抗(sac-TMT),預料將成為默沙東下一代腫瘤研發戰略的核心資產,將sac-TMT在中國以外市場的高峰銷售預測從299億元人民幣大幅上調至650億元人民幣,高於市場普遍預測的367億元人民幣。
瑞銀指出,sac-TMT在中國市場銷售進展順利,2025年銷售目標為8億至10億元人民幣,當中肺癌患者使用比例已超越乳腺癌,認為該藥物的潛力尚未充分反映。瑞銀同時看好科倫博泰SKB410、SKB571、SKB535等其他ADC資產的長期增長空間,將其目標價從320.1元上調至452.8元,維持「買入」評級。
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