《大行報告》瑞信下調百濟神州(06160.HK)目標價至180元 評級「跑贏大市」
瑞信發表報告表示,百濟神州(06160.HK)於7月18日舉行年度研發日活動,介紹四個新的 IO目標(CCR8、DGK、PVRIG和CDK4i),將於下半年進入臨牀試驗,並可用於與公司現有的研究組合。該公司還致力於明年開始,每年都有10個分子進入臨牀試驗。公司下半年催化劑爲美國食品藥物管理局對替雷利珠單抗用於2L ESCC的批準決定,預計時間爲第三季。
該行上調百濟神州2023至2025財年淨虧損預測3.53億美元、2.81億美元及2.47億美元,目標價由183.6元下調至180元,評級維持「跑贏大市」。(ad/s) ~
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