智通财经APP获悉，花旗发布研究报告称，维持和黄医药(00013)“买入”评级，目标价从38.9港元上调至42港元。另外，该行下调其对公司今年及明年的收入预测各5%，考虑上海和记医药交易，调整同期的每股盈利预测至分别0.69美元及0.01美元。
和黄医药昨日(2日)公布沃瑞沙(ORPATHYS，赛沃替尼/savolitinib)和泰瑞沙(TAGRISSO ，奥希替尼/osimertinib)的联合疗法的新药上市申请已获国家药监局受理并予以优先审评。花旗称，联合疗法相较于同行具有优势，原因包括特定生物标志物MET高，以及口服而且没有化疗的疗程。
该行提到，公司以6.08亿美元出售其上海和记医药的45%股权，相当于14至15倍的市盈率，这将进一步加强其资本和债务结构，并使其能够集中资源到核心业务领域。该行称，该股近三个月来表现疲弱，主要原因是沃瑞沙在美国的NDA延迟加上索乐匹尼布(sovleplenib)的批准延迟。
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