异动解读 | 中金大幅上调目标价,云顶新耀-B盘中大涨5.23%

异动解读
02 Apr

云顶新耀-B(01952.HK)今日盘中大涨5.23%,引起市场广泛关注。

消息面上,中金公司发布研报,维持云顶新耀"跑赢行业"评级,并大幅上调目标价133%至70港元。中金指出,云顶新耀战略聚焦肾病领域和mRNA肿瘤疫苗。在肾病治疗领域,公司除已上市的耐赋康外,还布局了新一代共价可逆BTK抑制剂EVER001。在mRNA肿瘤疫苗领域,个性化肿瘤疫苗EVM16的IIT研究已在国内启动,通用型现货肿瘤治疗性疫苗EVM14已获得美国FDA新药临床试验批准。中金认为,EVER001及mRNA肿瘤疫苗开始在估值中体现,这是上调目标价的主要原因。

此外,云顶新耀近期还公布了股权激励计划。公司于4月1日根据首次公开发行后购股权计划授出445万份购股权,行使价为55.61港元。同时,公司还根据首次公开发行前员工购股权计划授出115万份非关连奖励和55万份表现目标奖励。这一举措旨在吸引、留住和激励人才,进一步提升公司整体业务表现。

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