瑞银发表研报指，科伦博泰生物上半年收入为9.5亿元，按年下跌31%，低于该行预期的11亿元，但符合市场普遍预期的9.33亿元。期内净亏损1.45亿元，大致符合该行预测的1.36亿元，好过市场预期的亏损3.3亿元。科伦博泰的核心产品芦康沙妥珠单抗(sac-TMT)已进入逾1,000间医院，并与超过400间DTP药房合作，管理层预期随着市场渗透率提升及新适应症批准，下半年销售将显著增长，维持全年产品销售额达到8亿至10亿元的目标。 该行将sac-TMT今年销售预测从10亿元下调至8.5亿元，同时下调费用预测，基于全球研发潜力及关键数据可见度，将其海外销售高峰预测从650亿元上调至750亿元，相应将目标价从452.8港元上调至519港元，维持“买入”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.