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《大行報告》瑞信上調百濟神州(06160.HK)目標價至334.42元 評級「跑贏大市」
瑞信發表報告指,美國FDA授予百濟神州(06160.HK)藥品百悅澤(zanubrutinib)加速批準,用於治療接受過至少一次抗CD20治療的復發或難治性(R/R)邊緣區淋巴瘤(MZL)成年患者,爲FDA對百悅澤的第三個適應症批準。另外,FDA亦已受理集團抗PD-1抗體藥物百澤安的新藥上市申請,開展了集團PD-1藥物全球商業化階段。 瑞信上調百濟神州股份目標價,由245.02元升至334.42元,評級維持「跑贏大市」,並調升集團今年盈利預測1%,明年及2023年則各調低13%。由於百悅澤最新獲得的加速批準,瑞信又將該藥今年的美國銷售預測調升至7,600萬美元。
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