智通财经APP获悉,摩根士丹利分析师Judah Frommer发表研报,将Apellis Pharmaceuticals(APLS.US)目标价从25美元上调至26美元,同时维持“持有”评级。Frommer表示,这一评级是基于该公司市场地位及近期财务战略所作出的判断。
分析师特别指出,Apellis与Sobi公司达成的重大特许权购买协议具有战略意义。该协议不仅确保Apellis可获得最高3亿美元收益(其中包含2.75亿美元首付款),更将Sobi在Aspaveli销售中的特许权义务削减了90%。这一举措不仅为Apellis带来即时财务收益,甚至有望缓解投资者对其盈利能力的担忧。
尽管存在这些积极因素,Frommer仍对Apellis的未来发展保持审慎态度。他认为,虽然FDA和CHMP即将做出的监管决定,以及Empaveli/Aspaveli新适应症的上市都是重大利好,但这些因素在带来市场潜力的同时,也伴随着同等程度的不确定性。
据了解,作为一家处于商业化阶段的生物制药企业,Apellis致力于发现、开发和商业化治疗未满足医疗需求的创新疗法。其核心产品线主要包括EMPAVELI和SYFOVRE两大产品:SYFOVRE用于治疗继发于年龄相关性黄斑变性(GA)的地图样萎缩;而EMPAVELI则用于治疗阵发性睡眠性血红蛋白尿症(PNH)。
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