大行评级|花旗:大幅上调复宏汉霖目标价至95港元 评级升至“买入”

格隆汇
Aug 14

花旗发表研究报告,认为复宏汉霖即将在世界肺癌大会(WCLC)公布HLX43的最新数据,将进一步揭示其在非小细胞肺癌(NSCLC)治疗的潜力。若HLX43能在更多样本中维持35%至40%的客观缓解率(ORR)及约5.5个月的无恶化生存期(mPFS),有关数据将会极具说服力。该行估计,针对三线NSCLC治疗的全球研究最早可于2026年上半年启动。 该行估算HLX43的经风险调整销售高峰可达约23亿美元,如果在NSCLC及其他适应症方面取得更多数据,仍有上行空间。该行亦注意到HLX22及斯鲁利单抗(Serplulimab)的估值尚未被投资者充分反映。该行将评级由“中性”上调至“买入”,目标价由35港元上调至95港元。

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