智通财经APP获悉，高盛发布研报称，将诺诚健华(09969)2026至2028年每股盈利预测由0.15、0.05及0.32元人民币上调至0.16、0.08及0.37元人民币，目标价由20.54港元上调至22.71港元，维持“买入”评级。
诺诚健华第二季度产品销售额年度同比增长37%，大致符合预期，受惠于核心产品奥布替尼持续强劲增长，以及新上市的坦昔妥单抗(CD19)及Zurletrectinib(泛TRK)的初步贡献。
高盛认为，诺诚健华的自体免疫产品组合正逐步成为继血液瘤之外的第二增长支柱，展望未来12至18个月催化剂众多，包括奥布替尼ITP获批、ICP-332在异位性皮肤炎提交新药上市申请等监管里程碑，以及mesutoclax关键数据发表。因应业绩表现，高盛将ICP-332及ICP-488的研发成功机率由70%上调至100%。
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