招银国际:升科伦博泰生物-B目标价299.93港元 对Sac-TMT内地商业化有信心

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27 Mar
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  招银国际发布研报称,维持科伦博泰生物-B(06990)“买入”评级,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。科伦博泰去年业绩强劲,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3LEGFRm NSCLC的批准,其2L EGFRmNSCLC的NDA预计将在2025年下半年获批。A166的NDA已被接受用于2L和3LHER2+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。

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