花旗:上调和黄医药目标价至39港元,维持“买入/高风险”评级

智通财经
Sep 04
【花旗:上调和黄医药目标价至39港元,维持“买入/高风险”评级】和黄医药与GSK就HMPL-A830达成授权协议。花旗发表研报指,GSK的认可验证了ATTC平台概念,且交易较该行预期更早达成。另外,花旗预计HMPL-A251及HMPL-A580于今年底至明年初首次患者给药,届时更多人体数据将进一步验证ATTC平台。该行上调和黄医药2026至28年的肿瘤/免疫业务收入预测27%、26%及14%,每股盈测上调至0.08、0.09及0.13美元,并将目标价由36港元升至39港元,维持“买入/高风险”评级。

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