《大行》野村升恆瑞醫藥(01276.HK)目標價至94.54元 維持「買入」評級
野村研究報告表示,恆瑞醫藥(01276.HK)將HRS-1893(肌球蛋白抑制劑)授權予美國Braveheart Bio(未上市),獲得6,500萬美元的預付款。9月5日,恆瑞醫藥達成另一項授權交易,將HRS-1893的大中華以外權利授權予Braveheart Bio,以獲得6,500萬美元的預付款(一半現金,一半Braveheart Bio股份)及高達1,000萬美元的近期技術轉讓里程碑付款。此外,恆瑞有資格獲得高達約10億美元的臨床及商業里程碑付款以及銷售提成。
HRS-1893目前處於針對阻塞性肥厚型心肌病(oHCM)的III期臨床開發階段。根據恆瑞早前的公告,公司在該分子研發上已投入6,100萬人民幣。HRS-1893是中國公司開發的最快肌球蛋白抑制劑。
野村維持對恆瑞醫藥「買入」評級,目標價從80.57元升至94.54元。
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