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《大行報告》大摩升和鉑醫藥-B(02142.HK)目標價至5.55元 評級「增持」
摩根士丹利發表研究報告指,和鉑醫藥-B(02142.HK)日前宣佈與阿斯利康(AZN.US)訂立HBM7022全球對外授權協議,根據公司去年度業績表現、研發與管理成本調整,以及特那西普(tanfanercept)、Batoclimab等產品管線最新進展,預測今年度虧損將收窄14.2%。 同時計及裏程碑費用、預付款及銷售成本增加,大摩預測2023至2024年和鉑醫藥的虧損將分別增加13.8%及6.8%,相應將目標價由5.35元上調至5.55元。 大摩表示,和鉑醫藥在研產品線豐富,新產品主要針對中國大量未滿足醫療需求的疾病領域,旗下三個專有平臺持續生產具有新穎分子設計和改善治療潛力的抗體候選藥物,認爲公司擁有獨特商業模式,有助降低整體業務風險,給予「增持」評級。
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