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《大行》交銀國際升康方生物(09926 HK)目標價至140元 上調依沃西中國經POS調整銷售高峰至71億人幣
阿思達克 07-14 11:41
交銀國際發表研究報告指,康方生物(09926 HK)的合作夥伴近期將以III期HARMONi研究的數據向FDA遞交依沃西單抗治療2L+ EGFRm NSCLC 的上市申請。考慮到該適應症治療方法十分有限、HARMONi研究中依沃西療效明顯優於現行化療方案,看好其海外審批前景。 該行指出,適應症廣泛佈局、加上高效率低毒的特徵,依沃西取代PD-(L)1單靶成為新一代I/O基石藥物的路徑逐步清晰,相應上調依沃西中國經PoS調整銷售高峰至71億元人民幣。 交銀國際預計,在依沃西之後,未來2至3年內有機會看到卡度尼利等更多資產在海外註冊上市/BD的潛在路徑,建議投資者持續關注上述研究的數據以及後續臨床項目啟動。 該行將康方生物目標價由115元上調至140元,維持「買入」評級。
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