杰富瑞将Summit Therapeutics的评级上调至“买入”,股价上涨

路透中文
Sep 09
BUZZ-<a href="https://laohu8.com/S/JEF">杰富瑞</a>将<a href="https://laohu8.com/S/SMMT">Summit</a> <a href="https://laohu8.com/S/LENZ">Therapeutics</a>的评级上调至“买入”,股价上涨

9月9日 - ** Summit Therapeutics(SMMT.O)股价盘前上涨3.4%,至17.86美元

** 杰富瑞(Jefferies)将该股评级从“持有”上调至“买入”,并将目标价从15美元上调至25美元,此举基于该公司晚期肺癌临床试验将于2026年底公布的无进展生存期(PFS)数据

** 新目标价较该股上一交易日收盘价有44.7%的上行空间

** “我们认为,除非中国试验数据在扩展至全球试验时出现异常恶化,否则PFS很可能达到统计学显著性;且大多数情景都让我们对后续总生存期(OS)数据的积极结果充满信心”——杰富瑞

** 该券商表示,多项ivonescimab研究中积极的总生存期结果增强了其对该药物的信心,并强化了其PD-1/VEGF作用机制的有效性

** 杰富瑞表示,将中国研究结果推广至全球试验的风险似乎有限,并认为ivonescimab的“同类首创”地位将支撑其未来价值

** 18家券商中有12家给予该股“买入”或更高评级,6家给予“持有”评级;目标价中位数为32美元——LSEG数据

** 截至上一交易日收盘,该股年内累计下跌1.2%

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