【高盛上调康哲药业目标价3.5% 维持买入评级】金十数据1月27日讯，高盛发步相关研报，上调康哲药业(00867.HK)目标价3.5%，从12.82港元升至13.27港元，维持买入评级。高盛下调对该公司2024/2025/2026年盈利预测0.4%/1.4%/1.7%,主要反映三款核心带量采购(VBP)药品预期保守。康哲药业宣布，公司已经和MabgeekBiotech达成协议，获得MK-10,也就还是IL-4RαmAb（处于3期研究中），在大中华区和新加坡的共同开发权和独家商业化权，用于治疗阿兹海默症、哮喘和结节性痒疹。高盛相信将MG-K10纳入康哲药业的皮肤科产品组合将与其他现有护肤药物产生商业协同效应。另外该公司在商务拓展(BD)领域一直保持活跃，2024年达成5笔交易,希望2025-2027年12个新产品推出，这也是公司为来2-3年的增长引擎。
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