智通财经APP获悉，招商证券国际发布研报称，上调基石药业(02616)目标价131.5%，从7.3港元大升至16.9港元，维持“增持”评级。
该行提高对PD-1/VEGF/CTLA-4 TsAb (CS2009)的资产估值，虽然该资产在未来临床开发存在不确定性，但该行认为公司管理层研发思路明确，战略清晰，也存在和海外大型药业开展深度合作的可能性。CS2009三抗有望突出重围。
市场基于CS2009优异早期数据，正在重新定价并对BD开始预期。该行组织基石药业业绩后NDR，管理阶层对三抗分子Ph2剂量扩展与未来Ph3 MRCT充满信心。
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