《大行報告》瑞銀首予康寧傑瑞製藥-B(09966.HK)「買入」評級 目標價29.6元
瑞銀髮表研究報告,首予康寧傑瑞製藥-B(09966.HK)「買入」評級,目標價29.6元。報告稱,公司擁有四種候選創新抗體藥屆臨牀或近商業化階段,在發展雙特異性抗體(bsAbs)上有全球先行者優勢。其KN046及KN026產品正屆關鍵測試階段,料分別於2023及2024年推出市場。
報告稱,公司旗下KN046可能是全球首種皮下注射PD-L1單抗,較市場上靜脈注射(IV)PD-(L)1—更爲方便,已遞交新藥申請,料今年第四季或登場。該行料其經風險調整頂峯銷售達75億元人民幣,並料其低於同業的經風險調整市值對頂峯年銷售1.8倍,並未反映其資產價值及強勁自主研發能力。
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