里昂发表研报指，科伦博泰生物上半年收入按年跌31.3%，净亏损1.45亿元，均好过市场预期。期内产品销售额录3.1亿元，主要由佳泰莱(sac-TMT)推动，而适应症扩张至二线非小细胞肺癌(NSCLC)，有望推动下半年销售加速增长。科伦博泰生物将于2025年欧洲肿瘤内科学会(ESMO)年会公布sac-TMT用于二线非小细胞肺癌及二线HR+ HER2-乳腺癌的第三阶段临床数据，另有多项涵盖一线非小细胞肺癌及三阴性乳腺癌(TNBC)的第三阶段试验预计明年取得成果。 该行将科伦博泰生物2025至2027年的销售预测分别上调5.3%、2.7%及2.3%，净利润预测分别下调20.2%、上调34.2%及上调21.9%。里昂将其目标价由328.4港元上调至500.6港元，重申“跑赢大市”评级。
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