智通财经APP获悉，招银国际发布研报称，对科伦博泰生物-B(06990)SKB264的全球发展保持信心，将目标价由299.93港元上调至498.55港元，此按现金流折现率作估值，维持“买入”评级。
科伦博泰生物上半年收入9.5亿元人民币(下同)，期内产品销售额达3.1亿元人民币，当中SKB264贡献3.02亿元，相当于该行全年预测的34%。SKB264早前获批用于治疗后线三阴性乳腺癌(TNBC)和EGFR突变非小细胞肺癌(NSCLC)，目前正处于加速增长的初期阶段。管理层维持SKB264全年销售额8至10亿元的目标。该行预期SKB264两个已获批适应症将自明年初起纳入国家医保目录。
上半年，公司合作收入及研发服务收入共录6.41亿元，包含对外授权SKB378(TSLP)予WindwardBio的首付款，以及来自默沙东的里程碑付款。销售开支占销售额比例为58%，反映SKB264获批后开展商业活动。现金及金融资产总值44.6亿元，为商业化及研发发展提供充足资金。
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