瑞信:升百濟神州(6160.HK)目標價至146.06港元 評級“跑贏大市”
瑞信發表報告指,百濟神州(6160.HK)
公佈其自主研發之“
BRUKINSA
”(澤布替尼)獲得美國食品藥品監督管理局(FDA)加速批准用於治療接受過至少一項療法的成年套細胞淋巴瘤患者,較預期時間為早,相信此有助澤布替尼在美國的商業化,及明年上半年獲得中國批准推出。
該行估計,澤布替尼在明年及2021年的銷售額將分別達5,500萬及2.32億美元。該行上調百濟神州股份目標價,由122.65港元升至146.06港元,評級維持“
跑贏大市
”。
瑞信表示,百濟神州今年第三季業績表現符合預期,而澤布替尼及“
Tislelizumab
”在市場推出的能見度提高,因此上調集團明年及2021年的收入分別7,080萬及9,980萬美元。
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