大行评级丨高盛:上调诺诚健华目标价至22.71港元,未来12至18个月催化剂众多

格隆汇
Aug 31
高盛发表研报指,诺诚健华第二季度产品销售额同比增长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。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。高盛将诺诚健华2026至2028年每股盈利预测由0.15、0.05及0.32元,上调至0.16、0.08及0.37元,并将ICP-332及ICP-488的研发成功机率由70%上调至100%,目标价由20.54港元上调至22.71港元,维持“买入”评级。

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