中金表示，三生制药(01530.HK) 昨日(20日)公告，将PD-1/VEGF双抗(SSGJ-707)的中国以外权益授予辉瑞，辉瑞将获中国市场商业化选择权。
报告指，SSGJ-707为三生制药肿瘤板块核心管线，已获批进入一线治疗PD-L1阳性局部晚期或非小细胞肺癌的三期临床研究(K药头对头)，并已获中国突破性疗法认定资格，同时SSGJ-707正在国内进行包含联合化疗一线治疗晚期非小细胞肺癌、转移性结直肠癌及晚期妇科肿瘤在内的多项二期临床。该行认为有关治疗或具备同类最佳潜力。期待近期美国临床肿瘤医学会(ASCO)会议披露更多数据。
该行维持对公司今明两年经调整净利润预测，暂不涵盖今次业务拓展(BD)首付款收入。该行维持对该股“跑赢行业”评级，考虑同业估值提升，上调目标价56%至21.1元。(fc/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-21 12:25。)
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