周三盘中,云顶新耀-B(01952.HK)股价大涨5.23%,引起市场关注。这一显著涨幅主要受到中金公司最新研究报告的推动。
中金报告指出,云顶新耀战略聚焦肾病领域和mRNA肿瘤疫苗,并取得积极进展。在肾病治疗领域,除已上市的耐赋康外,公司正在开发新一代共价可逆BTK抑制剂EVER001,其前期临床试验结果积极。在mRNA肿瘤疫苗领域,公司的个性化肿瘤疫苗EVM16已在国内启动临床试验,而通用型现货肿瘤治疗性疫苗EVM14也获得美国FDA新药临床试验批准。
基于公司EVER001及mRNA肿瘤疫苗的研发进展开始在估值中体现,中金大幅上调云顶新耀的目标价133%至70元,维持"跑赢行业"评级。此外,公司近期宣布授出大量购股权,这可能进一步提振了投资者信心。分析人士认为,这些因素共同推动了云顶新耀股价的强劲表现。
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