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《大行》瑞銀將康方生物(09926.HK)加入亞太主要推薦股票名單 上調目標價至224.3元
瑞銀將康方生物(09926.HK)加入該行的亞太主要推薦股票名單,認爲其主要資產依達方的海外潛力並未於股價全面反映,該行又認爲,有關與跨國企業潛在合作的報道及將在2025年世界肺癌大會發布的HARMONi研究,爲正面的股價催化劑。另一項關鍵資產開坦尼亦正展開全球註冊研發。 該行指,康方生物估值大致處於該行覆蓋生物科技股的中位數,該股有空間進一步跑贏。該行上調對依達方海外高峯銷售預估,由146億美元上調至163億美元,對開坦尼的海外高峯銷售預估由22億美元上調至34億美元。目標價由197.5元上調至224.3元,評級「買入」。
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