招银国际发表报告指，SKB378是科伦博泰(06990.HK) 与和铂医药共同开发的TSLP单抗，现已对外授权给Windward公司。交易价值最高可达9.7亿美元，含4,500万美元的首付款和近期付款，将以现金和 Windward母公司股权支付，科伦博泰与和铂医药将平分款项。SKB378可用于治疗哮喘、慢性阻塞性肺疾病等免疫疾病。Windward由经验丰富的团队创立，刚完成2亿美元A轮融资，由OrbiMed等领投。
招银国际维持科伦博泰“买入”评级。看好SKB264在2025年8亿至10亿元人民币的销售目标，并预计今年 SKB264将获批用于二线/三线 EGFR - TKI 耐药的非小细胞肺癌。同时将公司目标价由243.38港元降至 227.88港元。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-13 12:25。)
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