《大行报告》瑞信下调和铂医药-B(02142.HK)目标价至14元 评级「跑赢大市」
瑞信发表研究报告指,和铂医药-B(02142.HK)的合作方Immunovant(IMVT.US)日前宣布,计划於今年底至明年初重启对全人源抗FcRn抗体batoclimab的临床研发计划,并考虑透过降低剂量,减少低密度脂蛋白(LDL)胆固醇的影响。
该行指出,目前两家公司都未得出LDL水平的相关临床研究数据,Immunovant的首席医疗官(CMO)更在入职数月後就离任,项目前景维持不明朗,两家公司股价表现亦因此受影响。
瑞信又指,和铂於上市时曾透露将就batoclimab治疗甲状腺相关性眼病(GO)进行研究,但目前未见进展,将目标价降至14元(原本15元),维持「跑赢大市」评级。
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