国泰君安发布研报称,维持科伦博泰生物-B“增持”评级。公司核心产品步入商业化收获期,多项重磅临床数据披露在即,海外临床布局加速推进;考虑到来自海外合作伙伴MSD的里程碑金确认节奏的不确定性,调整2024-2026年收入预测至17.32/16.70/26.66亿元(原17.20/19.24/25.34亿元)。国泰君安主要观点如下:产品接连获批上市,首款国产TROP2ADC有望引领临床迭代公司核心产品...
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