《大行報告》瑞信首予信達生物(01801.HK)「跑贏大市」評級目標價31元
瑞信發表報告,首次覆蓋研究信達生物(01801.HK),予其「跑贏大市」評級,目標價31元。該行表示,為PD-1/L1抗體找到適合組合是癌症免疫治療臨床改進的關鍵步驟,認為信達生物會是該領域的潛在贏家,因集團在PD-1藥物開發方面有先行優勢,因有領先的差異化組合定位及近期現金流穩定。
瑞信指,信達旗下PD-1藥品達伯舒(Tyvyt)的商業化上市非常成功,今年首季的銷售額超過6,700萬元人民幣,預期該藥於今年第二季的銷售將進一步提升至2億元人民幣。
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