花旗发表研报指,再鼎医药(ZLAB.US) 旗下药物“Vyvgart”录3,000万美元(下同)销售额,符合市场预期,但略低于花旗预计的3,130万美元。鉴于中国预计于年中更新全国全身性重症肌无力症(gMG)指南,并为今年下半年提供顺风,Vyvgart应大幅推动再鼎医药2025财年收入指引5,600万至5,900万元。
花旗表示,现时预计Vyvgart在2025财年的销售额约1.75亿元,到2030财年将达到约7.72亿元的高峰。该行亦相信,今年的渠道数据、Vygart增长、越来越接近2026年KarXT推出的前景,应能重新激发投资者对该股的情绪。
花旗将再鼎医药美股目标价由70美元轻微上调至71美元,给予“买入”评级。(js/a)(美股为即时串流报价; OTC市场股票除外,资料延迟最少15分钟。)
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