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《大行》里昂升科倫博泰(06990.HK)目標價至500.6元 上半年業績勝預期
阿思達克 08-19 14:22
里昂研究報告指,科倫博泰生物-B(06990.HK)上半年收入按年跌31.3%,淨虧損1.45億元人民幣(下同),均好過市場預期。期內產品銷售額錄3.1億元,主要由佳泰萊(sac-TMT)推動,而適應症擴張至二線非小細胞肺癌(NSCLC),有望推動下半年銷售加速增長。 科倫博泰生物將於2025年歐洲腫瘤內科學會(ESMO)年會公布sac-TMT用於二線非小細胞肺癌及二線HR+ HER2-乳腺癌的第三階段臨床數據,另有多項涵蓋一線非小細胞肺癌及三陰性乳腺癌(TNBC)的第三階段試驗預計明年取得成果。 該行將科倫博泰生物2025至2027年的銷售預測分別上調5.3%、2.7%及2.3%,淨利潤預測分別下調20.2%、上調34.2%及上調21.9%。里昂將科倫博泰生物目標價由328.4港元升至500.6港元,重申「跑贏大市」評級。
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