智通财经APP获悉,交银国际发布研报称,将信达生物(01801)IB1363纳入估值模型,预计IB1363将于2028年上市,经PoS调整后的潜在峰值销售将达到15亿美元左右(保守估计其分得10%左右的后PD-(L)1治疗市场、40%的成功率)。因此,虽然该行维持2025-27年的盈利预测不变,但由于未来年度盈利预测明显上调,该行的DCF目标价相应上升至84港元(原目标价60港元),维持买入评级。...
Source Link智通财经APP获悉,交银国际发布研报称,将信达生物(01801)IB1363纳入估值模型,预计IB1363将于2028年上市,经PoS调整后的潜在峰值销售将达到15亿美元左右(保守估计其分得10%左右的后PD-(L)1治疗市场、40%的成功率)。因此,虽然该行维持2025-27年的盈利预测不变,但由于未来年度盈利预测明显上调,该行的DCF目标价相应上升至84港元(原目标价60港元),维持买入评级。...
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