RBC将Kymera Therapeutics的评级下调至“与行业持平”,并上调目标价

路透中文
Jul 13
BUZZ-RBC将Kymera <a href="https://laohu8.com/S/LENZ">Therapeutics</a>的评级下调至“与行业持平”,并上调目标价

7月13日 - ** RBC资本市场将Kymera Therapeutics(KYMR.O)的评级从“跑赢大盘”下调至“与行业持平”,同时将其目标价从106美元上调至115美元

** RBC表示,Kymera的KT-621是一种用于治疗中重度嗜酸性粒细胞性哮喘的每日一次实验性口服药,其在临床终点和生物标志物方面均展现出明显的内部/外部一致性,这强烈表明该药物有望成为“口服版Dupixent”

** Dupixent是赛诺菲旗下 SASY.PA 的畅销药物,由其与合作伙伴Regeneron共同推广 REGN.O

** RBC补充道:“我们认为该公司可能成为并购目标——相关预期或将放大其潜在上涨空间”

** 新目标价较该股上一交易日收盘价有3.6%的下行空间;RBC表示,上调目标价反映了研发时间表的加速

** 该券商表示,该股过去一年164%的涨幅及其约120亿美元的市值,使得风险回报比更加均衡

** “我们认为,对于处于这一阶段的公司,投资者需要对概率加权的上行空间有30%-40%的信心,才能证明投入新资金是合理的,因此我们将评级下调至‘行业表现’”——RBC

** 23家券商中有21家给予该股“买入”或更高评级,2家给予“持有”评级;目标价中位数为122.5美元——LSEG数据

** 截至上一交易日收盘,该股年内累计涨幅达53.4%

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