小摩维持BioNTech(BNTX.US)“中性”评级:看好pumitamig联合B7-H3 ADC潜力,但关键数据读出仍需等到2028年后

智通财经
Oct 27
【小摩维持BioNTech(BNTX.US)“中性”评级:看好pumitamig联合B7-H3 ADC潜力,但关键数据读出仍需等到2028年后】智通财经APP获悉,欧洲肿瘤内科学会(ESMO)年会于10月23日至27日在西班牙马德里举行。摩根大通在参会后发布针对BioNTech(BNTX.US)的研报,小摩在纪要开篇把结论说得很直白:ESMO 上的这批更新“虽然正面,但考虑到数据集仍处于早期到中期阶段、以及关键读出的时间线——尤其是 pumitamig 要到 2028—2030 年以上——并未实质性地改变我们的论点”。小摩维持BioNTech“中性”评级,目标价 92 美元。

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