智通财经APP获悉，高盛发布研究报告，予诺诚健华-B(09969)“买入”评级，目标价升至21港元。
报告中称，公司去年下半年取得亏损5700万元人民币，主要来自研发费用同比增长45%及营销及一般行政费用增长104%，但亏损已较2019年同期的2.43亿元人民币大幅减少。
该行表示，公司在研的BTK抑制剂奥布替尼(Orelabrutinib)今年首季商业化进度理想，正计划将销售团队扩充至200人，今年内覆盖内地900家医院。另外，该行认为今年下半年潜在的国家医保药品目录谈判或为诺诚健华今年的增长动力之一，参考市场上其他BTK抑制剂Brukinsa及Imbruvica定价，认为对BTK抑制剂市场价格有支持作用。
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