《大行》花旗上調科倫博泰(06990.HK)目標價至560元 升SKB264銷售預測
花旗研究報告指,科倫博泰(06990.HK)上半年收入達9.5億元人民幣(下同),當中包括銷售收入3.1億元,淨虧損1.45億元。銷售開支為1.79億元,研發開支按年降6%至6.12億元。SKB264產品上半年銷售額達約3.02億元,管理層目標全年銷售額達8億至10億元。公司將於歐洲腫瘤內科學會(ESMO)年會上公布SKB264兩項國內第三階段研究數據,該行預期數據將進一步驗證其同類最優潛力。
該行將科倫博泰2025至27年收入預測分別上調13%、9%及11%,同時上調每股盈利預測至每股虧損3.4、虧損0.76及盈利3.58元人民幣,原預期為虧損3.94、虧損1.32及盈利2.25元人民幣;又將SKB264海外風險調整後的銷售預測由原預期的66億美元上調至87億美元,目標價由330港元升至560港元,維持「買入」評級。
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