《大行》美銀證券:內地生物製藥股銷售表現穩健 升百濟神州(06160.HK)目標價至205.31元
美銀證券發表研究報告指,今年5月中國生物製藥銷售表現穩健,百濟神州(06160.HK)(ONC.US)旗下自主研發藥物及授權引進產品銷售分別按年增長17.5%及19.3%,兩項核心產品替雷利珠單抗及Tarlatamab分別獲新適應症批准及上市申請受理,相應將其2026至2027年收入預測上調0.2%至0.3%,美股目標價從300美元上調至340美元,港股目標價由181.15元上調至205.31元,維持「買入」評級。
該行指,再鼎醫藥(09688.HK)(ZLAB.US)5月樣本藥物銷售按年增長17%,其中核心產品瑞普替尼增幅達44.1%,甲苯磺酸奧瑪環素增長達20%,公司近日又公布Bemarituzumab三期試驗達到總生存期主要終點。該行基於公司的藥物銷售增長及管線進展,將其2025至2027年收入預測上調0.3%至0.6%,港股目標價由29.61元升至32.09元,美股目標價由38.2美元升至41.4美元,維持「中性」評級。
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