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《大行》摩通大幅升亞盛醫藥(06855.HK)目標價至93元 評級「增持」
阿思達克 08-08 11:29
摩根大通發表研究報告,指亞盛醫藥(06855.HK)股價年內累漲約83%,與恆生醫療保健指數的強勁表現(年內累升約78%)同步。該行在最近舉行的中美生物技術論壇與管理層討論後,並考慮公司產品管線的最新進展,摩通更新了模型。 該行繼續看好公司的關鍵資產-「olverembatinib」和「lisaftoclax」,預計其將推動今年強勁的產品銷售。摩通亦對「lisaftoclax」海外潛力的展望有所提升,尤其考慮到「venetoclax」在骨髓增生異常綜合症(MDS)未能證明總體存活益處,以及該藥物在中國獲得的市場批准範圍超預期。 摩通納入對上述兩款產品更樂觀的銷售預估,將亞盛醫藥目標價由原先52港元大幅上調79%至93港元;維持「增持」評級。
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