《大行報告》大摩料康希諾生物(06185.HK)預防新冠疫苗最快年底有機會獲批 目標價102元
摩根士丹利發表報告表示,康希諾生物(06185.HK)旗下預防新冠肺炎疫苗之Ad5-nCoV即將進入第二試驗階段,為全球首個進入第二試驗階段的疫苗,將會有500人以中、低劑量或安慰劑接種疫苗,並在第0、14、28和180天測試血清樣品。
該行估計,該疫苗最快於今年底或可獲批,管理層更不排除除了中國,同時在海外國家進行後期試驗。報告又指,希諾生物亦正考慮生產的各種選擇,包括斥資3億至5億元人民幣建立新生產線或尋找商業製造合作夥伴等,然而合同製造組織是不被允許在中國生產疫苗。如果成功獲得批准,希諾生物計劃至少向所有前線和高危人士提供疫苗。但是,最終劑量尚未確定,因此在此階段很難評估產量。該行維持其「跑贏大市」評級,目標價為102元。
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