智通财经APP获悉，荣昌生物(09995)涨近4%，截至发稿，涨2.96%，报92.3港元，成交2.06亿港元。
瑞银发布研报称，对荣昌生物与艾伯维集团的合作持积极看法，该合作授予RC148(PD-1/VEGF)海外权利，并获得6.5亿美元的首付款、最高可达49.5亿美元的里程碑付款及在大中华区以外地区净销售额的两位数分级特许权使用费。
该行认为，艾伯维作为一间跨国制药公司，应能促进RC148在研发和商业化方面的全球扩展，并对RC148的差异化发展策略持正面态度。该行相信，首付款支付将扭转荣昌生物的净负债状况，并预计未来多项新药获批将使公司自2026年起持续达到盈亏平衡。该行将荣昌生物的评级由“中性”上调至“买入”，目标价由63.8港元一举升至120港元。
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