高盛发表研究报告指，诺诚健华-B 去年下半年录亏损5,700万元人民币，主要来自研发费用按年增长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。该行指，诺诚健华在研的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，高盛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。高盛对诺诚健华予以「买入」评级，以反映2月份配股所得资金，以及公司将於今明两年加大研发投入，但预期今年及明年净亏损5.85亿及3.01亿元人民币，目标价上调至21元。(gc/t)~阿思达克财经新闻网址: www.aastocks.com
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