高盛已开始覆盖比利时生物制药公司UCB（UCB.BR），赋予其"买入"评级，目标价设定为250欧元。该券商强调，凭借皮肤病药物Bimzelx的显著前景，UCB堪称欧洲同行中的"罕见机遇"。 预计Bimzelx的销售峰值将达70亿欧元（约81.4亿美元），这一预测基于坚实的临床数据和积极的上市初期表现。 高盛将化脓性汗腺炎市场视为核心增长领域——这一慢性皮肤病领域中，Bimzelx有望成为领军者，并推动共识收入预期上调。 展望2033年前十年，该药物可能使UCB收入翻倍以上，核心EBITDA增长四倍。 LSEG数据显示，在覆盖UCB的20位分析师中，15位推荐"强力买入"或"买入"，5位建议"持有"，无人给予"卖出"或"强力卖出"评级。
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