【交银国际:百济神州(06160.HK)新技术平台驱动 目标价208.8港元 维持“买入”评级】智通财经APP获悉,交银

智通财经
30 Jun
【交银国际:百济神州(06160.HK)新技术平台驱动 目标价208.8港元 维持“买入”评级】智通财经APP获悉,交银国际发布研报称,维持百济神州(06160.HK)“买入”评级,目标价208.8港元。报告指,2023/24年公司分别有5个/10个新分子进入临床,相比往年大幅提速。新技术快速叠代,有望增为中长期核心价值驱动力,包括:1)CDAC平台:优势包括更强的选择性和安全性、提高难成药靶点成药性等;2)ADC平台:4个单靶点实体瘤品种处于临床开发阶段,年底起双靶点ADC将启动临床。

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