交银国际发布研报称,首次覆盖科伦博泰生物-B(06990)予“买入”评级,基于DCF估值,目标价为400港元,有25%的潜在升幅。报告指,公司核心品种“芦康沙妥珠”对比另两款已上市同靶同机制竞品,在分子设计和临床数据上有明显优势。中国以外,默沙东正快速推进约14项III期研究,涵盖多种存在巨大未满足治疗需求的瘤种。该行预计,“芦康沙妥珠”中国内地和海外销售峰值将分别超过50亿人民币及40亿美元。公司整体正处于从生物科技企业向综合性生物医药平台进化的关键拐点,并可能在两年后迎来经营层面的盈亏平衡。
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