中金报告指，云顶新耀(01952.HK) 战略聚焦肾病领域和mRNA肿瘤疫苗。在肾病治疗领域，除已上市耐赋康外，公司亦布局EVER001，为新一代共价可逆BTK抑制剂，公司在全球范围开发治疗膜性肾病，正进行Ib/IIa前期原发性模型肾病临床试验获得积极结果，并具备授权合作潜力。在mRNA肿瘤疫苗领域，个性化肿瘤疫苗EVM16的IIT研究已在国内启动，并于上月完成首例患者给药；通用型现货肿瘤治疗性疫苗EVM14已于上月获得美国食品及药物管理局新药临床试验批准，临床前数据积极。
基于销售费用投入增加，该行下调对公司今年的亏损预测，由亏损1,400万元人民币调整至亏损4.8亿元人民币，预料明年盈利1,200万元人民币。由于公司EVER001及mRNA肿瘤疫苗开始在估值体现，上调该股目标价133%至70元，维持“跑赢行业”评级，(fc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-02 12:25。)
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