智通财经APP获悉，招商证券国际日前发布年度全球医药、医疗行业报告称，看好基石药业(02616)在临床试验上的高效运营，以及在下一代肿瘤免疫领域的前瞻性布局，未来 ROR1 产品有望带来公司的估值提升。该行维持基石药业“买入”评级，目标价7.3港元，并将基石药业列为中小生物技术企业核心推荐。
招商国际在研报中提到，建议对港股医药行业超配，因为港股医药股目前正处在近4年的底部位置，2025年随着业绩的逐渐明朗，以及监管上的信息趋于正面，港股医药也将迎来反弹的机会。此外，国家医保丙类目录的出台将带领中国药品市场经历新一轮支付端的巨大改革，这将对创新药企业估值起到正面作用。
值得注意的是，随着创新药市场健康良性发展，基石药业的商业化、全球化销售步入正轨，现金流逐步改善。
此外，公司重磅产品CS5001(ROR1 ADC)是目前已知首个在实体瘤和淋巴瘤中均观察到临床疗效的ROR1 ADC，其临床开发进展位于全球前二。用于治疗多种实体瘤的管线2.0重磅产品CS2009已启动全球多中心临床试验，并率先在澳大利亚递交临床试验申请，未来将陆续扩展至中国及美国。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.