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里昂:升百濟神州(6160.HK)目標價至142.13港元 評級“跑贏大市”
格隆匯 11-20 13:48
里昂發表報告指,百濟神州(6160.HK) 目前有三款自行研發的藥物處後期臨牀階段,集團亦已獲得賽基(Celgene)及安進(Amgen)許可於中國銷售數款藥物。另外,其主要候選藥物“ zanubrutinib ”上週亦獲得美國食品藥品監督管理局(FDA)批准用於淋巴瘤相關適應症。
該行相信,集團下一催化劑為旗下兩款藥物“tislelizumab” “zanubrutinib” 在今年或明年上半年獲批於中國生產,預期“ tislelizumab ”在明年及2021年的入賬收入可分別有300萬美元及1.92億美元,“ zanubrutinib ”則料可有600萬美元及2.14億美元。
基於最新盈利預測,里昂上調對百濟神州股份目標價,由127.84港元升至142.13港元,評級維持“ 跑贏大市 ”。

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