智通财经APP获悉，康宁杰瑞制药-B(09966)午后跌超7%，截至发稿，跌7.37%，报3.77港元，成交额1556.04万港元。
交银国际发布研报称，下调康宁杰瑞制药-B目标价至5港元，维持“中性”评级。公司产品销售短期承压，HER2渠道多项资产研发快速推进。该行预计KN026和JSKN003有望在国内合计产生近50亿元的峰值销售额。
该行表示，上调康宁杰瑞2024年收入预测至6.57亿元，以反映JSKN003授权合作的相关首付款，但考虑到行业合规整治影响恩维达销售、个别在研药物上市节奏推迟，下调2025年收入预测至4.50亿元，并下调恩维达和KN046的经POS调整销售峰值至11亿/5亿元。同时，该行大幅下调2024-25年研发和销售费用预测。
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