异动解读 | Insmed股价盘后大涨5.77%,FDA批准其肺病新药上市

异动解读
Aug 14

周三(8月13日)盘后,生物制药公司Insmed(INSM)股价大涨5.77%。引发投资者热情的是该公司重磅新药获得美国食品药品监督管理局(FDA)批准上市的消息。

FDA批准了Insmed公司的口服药物Brinsupri用于治疗非囊性纤维化支气管扩张症,这是首个获批用于该适应症的药物。支气管扩张症是一种以气道受损、持续咳嗽和粘液分泌过多为特征的慢性肺病。这一批准被视为Insmed公司的重大突破。

多家券商对此利好消息做出积极反应。杰富瑞证券将Insmed的目标价从129美元上调至148美元;瑞穗证券将目标价从130美元上调至165美元;加拿大皇家银行将目标价从120美元上调至138美元。分析师普遍认为,这款新药的获批将为Insmed带来可观的销售增长。

RBC Capital Markets分析师表示,此次批准是"最好的情况",两种剂量均获批准,无重大警告。摩根大通预计,到2033年,Brinsupri的年销售额有望突破70亿美元。这些乐观预期推动了Insmed股价的强势上涨。

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