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中金:維持百濟神州(6160.HK)“跑贏行業”評級 上調目標價至138.4港元
格隆匯 11-19 16:38

中金公司發佈報告稱,維持百濟神州(06160.HK)2019、2020年歸母淨利潤盈利預測不變。分別上調港股、美股目標價6.2%至港股138.40港元、美股230.67美元。目標價對應當前港股、美股分別有11%、16%上漲空間,維持港股、美股“跑贏行業”評級。

該行稱, BTK抑制劑在各種B細胞惡性腫瘤中細胞增殖和細胞存活中發揮重要的調節作用,已成為 B 細胞相關腫瘤及自身免疫疾病方向的熱門靶點。本次百濟神州自主研發的Brukinsa成為第三款上市BTK藥物。該行認為,Brukinsa有望憑藉其突出的特異性和安全性在國際市場佔據一定份額,有望成為峯值超過10億美元的品種。 另外,Brukinsa 在MCL治療中展示出亮眼治療效果,

該行又稱,Brukinsa 在MCL治療中展示出亮眼治療效果,Brukinsa 已在中國遞交了R/R MCL、R/R CLL/SLL)兩個適應症的上市申請,該行預計,有望在2020年獲批上市。 

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