异动解读 | 科伦博泰生物-B盘中大涨6.01%,里昂上调目标价至328.4港元

异动解读
Mar 27, 2025

科伦博泰生物-B(06990)今日盘中大涨6.01%,引发市场关注。这波涨势主要受到里昂证券最新研究报告的推动,该报告对公司业绩表现给予积极评价,并大幅上调了目标价。

根据里昂的研究报告,科伦博泰生物去年收入同比增长25.5%至19.33亿元,净亏损同比收窄53.5%至2.67亿元,均优于市场预期。公司已初步建立销售团队,目标维持今年芦康沙妥珠单抗(sac-TMT)药物销售达8亿至10亿元。报告还指出,今年值得关注的重点包括进一步扩大芦康沙妥珠单抗的适应症范围,以及靶向人类表皮生长因子受体2(HER2)的抗体药物偶联物(ADC)获得批准等。

尽管里昂小幅下调了科伦博泰生物今明两年的销售预测和纯利预测,但仍看好公司前景。该行将科伦博泰生物的目标价从236.6港元大幅上调至328.4港元,较当前股价有显著上涨空间,并重申"跑赢大市"评级。这一积极的分析观点无疑增强了投资者对科伦博泰生物未来发展的信心,推动了股价的强劲表现。

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