小摩上调Recursion(RXRX.US)评级至“增持”,核心管线REC-4881有望成为畅销药物

智通财经网
Dec 18

智通财经APP获悉,摩根大通Recursion Pharmaceuticals(RXRX.US)的评级由“中性”上调至“增持”,理由是该公司核心资产REC - 4881具备成为“重磅炸弹”级产品的销售潜力。此外,该行还把Recursion的目标价从10美元提升至11美元。

小摩分析师普里扬卡·格罗弗指出,REC-4881目前正处于治疗家族性腺瘤性息肉病(FAP)这一遗传病的中期试验阶段,仅美国市场的峰值销售额就可能超过10亿美元,成功概率为60%。

此外,她还强调了这家由AI赋能的生物科技公司旗下第二先进的候选药物——REC - 617,称这款口服CDK7抑制剂在铂耐药卵巢癌的治疗中已显现出抗肿瘤潜力,目前针对该适应症的临床开发工作正在有序推进。

格罗弗写道:“这些临床结果及与制药企业的合作,进一步验证了Recursion的AI驱动研发管线,迄今已带来超过5亿美元的里程碑付款。”

截至周三收盘,Recursion收涨11.43%,报4.68美元。

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