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《大行報告》瑞銀首予科濟藥業-B(02171.HK)「買入」評級 目標價49.3元
阿思達克 08-06 10:43
瑞銀發表研究報告,首予科濟藥業-B(02171.HK)「買入」評級,目標價49.3元。 報告指,科濟藥業為一家臨床階段生物製藥公司,專注於研究治療血液腫瘤和實體腫瘤創新細胞療法,首款管道產品CT053將於2022年向國家藥監局提交新藥申請,並於2023年向美國食品藥品監督管理局提交生物製劑許可證申請。另一款產品CT041則有望成為全球同類首款CLDN18.2自體CAR-T候選產品,用於治療治療CLDN18.2陽性實體瘤,包括胃癌/胃食管結合部癌及胰腺癌。 該行指,公司的產品料將自2023年起推出市面,估計2023年銷售額將達到2.44億元人民幣(下同),考慮到研究投入龐大及前期營銷開支,大概要至2025年才可達到收支平衡,預測CT053及CT041峰值銷售額將達到68億元及59億元,即2024至2030年複合增長率分別達57%及33%。
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