摩根大通发布研报称，亚盛医药（06855）股价年内累涨约83%，与恒生医疗保健指数的强劲表现（年内累升约78%）同步。该行在最近举行的中美生物技术论坛与管理层讨论后，并考虑公司产品管线的最新进展，小摩更新了模型。小摩纳入对产品更乐观的销售预估，将亚盛医药目标价由原先52港元大幅上调79%至93港元；维持增持评级。
该行继续看好公司的关键资产“olverembatinib”和“lisaftoclax”，预计其将推动今年强劲的产品销售。小摩亦对“lisaftoclax”海外潜力的展望有所提升，尤其考虑到“venetoclax”在骨髓增生异常综合症（MDS）未能证明总体存活益处，以及该药物在中国获得的市场批准范围超预期。
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