小摩:升科伦博泰生物-B(06990)目标价至545港元 重申“增持”评级

智通财经
Nov 25, 2025

智通财经APP获悉,摩根大通发布研报称,对科伦博泰生物-B(06990)的看法更为积极,将其2025至2033年的收入预测上调1%至10%,目标价由499港元上调至545港元。因预期2026年有多项催化剂出现,该行持续将公司列为中国生物医药板块中的首选标的,重申“增持”评级。

公司日前公布有关SKB264(sac-TMT)的内地第三期临床试验的数据,反映正面进展。据该行了解,这不仅是sac-TMT在非小细胞肺癌一线治疗的首个三期临床成功,更是全球首个证实ADC+PD-1组合疗法优于PD-1单药治疗的非小细胞肺癌一线三期试验。基于结果,公司计划在国内提交sac-TMT针对有关适应症的补充新药申请(sNDA)。

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