《大行》中金首次覆蓋和鉑醫藥-B(02142.HK)予「跑贏行業」評級 目標價13.4元
中金髮表報告,首次覆蓋和鉑醫藥-B(02142.HK),給予「跑贏行業」評級,目標價13.4元。同時預計公司2025至2026年每股盈利分別爲0.09元和0.02元人民幣。
報告指,和鉑醫藥擁有具備自主知識產權的全人源單抗轉基因鼠系列核心技術平臺,並完成了從1.0到2.0的技術升級。基於全球唯一專利保護全人源僅重鏈抗體開發平臺HCAb 和H2L2,公司開發出了 HBICE、HBICA、ADC2.0、HumAtrlx AI 平臺,多個技術覆蓋多種抗體結構,全面助力新一代全人源抗體療法研發。
公司HCAb平臺也是全球爲數不多可對外授權的抗體開發平臺,具有稀缺性,22年以來公司已與多個全球龍頭藥企達成管線/技術平臺授權平臺,合作覆蓋雙抗、ADC、CAR-T 等領域。
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