招银国际发表研究报告指，科伦博泰(06990.HK) 去年业绩强劲，主要得益于全球合作的里程碑付款以及创新管线的推进。该行指，公司商业化取得重大进展。截至目前，公司已有三个商业化资产，包括Sac-TMT、A140和A167。Sac-TMT已获得内地药监局对TNBC和3L EGFRm NSCLC的批准，其2L EGFRm NSCLC的NDA预计将在2025年下半年获批。A166的NDA已被接受用于2L和3L HER2+BC，预计将在 2025年下半年获批。
截至2024年底，公司商业团队已扩大至360名员工，并计划在今年次季扩大到500人以上，相信今年将是验证公司商业化能力的关键一年。该行预计公司将实现今年Sac-TMT的8亿至10亿元人民币销售目标。
该行维持予其评级“买入”，对Sac-TMT在内地的全球开发和商业化保持信心，将目标价由227.88港元升至299.93港元。(vc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-27 12:25。)
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