《大行》花旗:中生製藥(01177.HK)收購禮新醫藥爲業界首宗「中國對中國」併購 具里程碑意義
花旗發表報告指,中生製藥(01177.HK)收購禮新醫藥將進一步擴展中生製藥創新產品線。該行指,禮新醫藥擁寶貴創新產品線,包括已授權默沙東的LM-299(PD-1/VEGF)、已授權阿斯利康的LM-305(GPRC5D ADC)、LM-108(CCR8單抗)及LM-302(CLDN18.2 ADC)。該行亦認爲交易是中國製藥業一個里程碑,因這是首宗「中國對中國」併購。
該行又指,中生製藥在創新藥開發方面亦取得顯着進展,TQC3721是全球第二領先PDE3/4抑制劑,已於6月啓動慢性阻塞性肺病(COPD)三期臨牀試驗,該行認爲其具有良好授權潛力。此外,包括TQB6411(EGFR/cMet ADC)和TQB3003(第四代EGFR TKI)等創新藥已進入臨牀階段,整個中國製藥及生物技術行業將持續受益於創新進展和授權趨勢。
該行目前予中生製藥「買入」評級及6.2元目標價。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.