异动解读|科伦博泰生物盘中上涨3.03%,投行密集上调目标价叠加公募举牌潮延续

行情直击
Jul 22

7月22日,科伦博泰生物盘中上涨3.03%,报527.0港元,成交额1.44亿港元。

消息面上,近期多家国际投行密集上调公司目标价,摩根大通将目标价由535港元上调至648港元,高盛上调至582.95港元并维持"买入"评级,均看好核心产品sac-TMT的全球商业化前景。高盛将sac-TMT在1L NSCLC研究的成功率由81%上调至90%,并上调公司盈利预测。与此同时,汇添富等多家头部公募机构密集增持港股创新药标的,科伦博泰生物获增持后公募持股比例已触及5%举牌线,机构长线资金持续流入强化市场信心。此前公司核心产品TROP2 ADC联合帕博利珠单抗一线治疗PD-L1阴性NSCLC的III期研究已达主要终点,奠定基本面支撑。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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