《大行》美銀證券維持科倫博泰(06990.HK)「中性」評級 料短期許可授權機會有限
美銀證券報告指,科倫博泰(06990.HK)核心資產SKB264在多項適應症中取得穩定進展,該行提高其臨床階段適應症的成功概率,從而推高各相應適應症的高峰銷售額預估,並據公司中期業績提高今年合作收入預測。
該行上調公司今年至2027年收入預測1%至6%,並按中期業績利潤率調整全年毛利率預測,基於公司勝預期的營運效率,下調對公司今年至2027年銷售費用和研發費用預估。
該行對科倫博泰目標價由340元上調至471.5元,維持「中性」評級,認為其資產的臨床進展符合預期,但短期許可授權機會有限。
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