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大摩:料康宁杰瑞(9966.HK)股价未来30日上升 目标价20港元
格隆汇 09-09 15:12

摩根士丹利发表报告表示,康宁杰瑞生物制药(9966.HK)股价在未来30天上升,发生此概率介乎70%至80%。考虑到公司产品线近期有多个催化剂,给予目标价20港元,评级“增持”。

大摩表示,康宁杰瑞短期估值更具吸引力,而近期调整为较佳入市机会。公司最近发布上半年业绩及最新临床进展显示,其PD-L1/CTLA-4双抗KN046在非小细胞肺癌,鼻咽癌及胸腺癌裡都分别表现出优异的生存获益或总体回应率。并已经开始中国非小细胞肺癌一线的注册性临床三期及中国和美国的胸腺癌注册性临床二期。

另外,美国FDA授予康宁杰瑞KN046疗胸腺上皮肿瘤孤儿药资格。Her-2双抗KN026已经和全球药企巨头辉瑞及赛诺菲分别合作。

KN026联合KN046对于Her-2阳性胃癌结直肠癌等临床疗效资料优异。同时皮下注册PD-L1KN035即将递交中国新药上市申请。

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