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《大行報告》麥格理上調再鼎醫藥(09688.HK)目標價至1,500.36元 評級「跑贏大市」
阿思達克 04-14 15:56
麥格理發表研究報告指,再鼎醫藥(09688.HK)(ZLAB.US)與合作伙伴Novocure(NVCR.US)的Optune腫瘤電場療法(Tumor Treating Fields,TTF)在治療非小細胞肺癌患者的關鍵性3期臨床試驗中獲得積極進展,刺激兩家公司股價上揚。

該行指出,再鼎醫藥已獲得Novocure授予Optune於大中華地區的獨家開發權,大中華市場規模為美國市場的2.5倍,只需支付Novocure 10%至15%的特許權使用費,以及累計前期付款和里程碑費用少於1億美元。麥格理將Optune峰值銷售額預測由50億元人民幣提升至150億元人民幣,預期沒有納入國家醫保藥品目錄,該療法面對較少競爭及政策風險。

麥格理預期,Optune療法的臨床試驗有望加快,將2022年收入預測上調約30%,受利好消息帶動,將目標價提升85%至1,500.36元,並重申「跑贏大市」評級。

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