研報掘金丨中金：和黃醫藥賽沃替尼海外申報現曙光，目標價升至26港元

格隆匯

08/19

中金發表報告指，和黃醫藥公告賽沃替尼(沃瑞沙，Orpathys)聯合阿斯利康的三代EGFR TKI奧希替尼(泰瑞沙，Tagrisso)全球三期註冊臨床SAFFRON積極結果，在奧希替尼治療後進展的MET驅動EGFR突變肺癌中達到具有統計學和臨床意義的無進展生存期(PFS)和總生存期(OS)改善。中金認為，SAFFRON試驗PFS和OS均取得積極結果，對賽沃替尼海外申報具有關鍵意義，有力支撐賽沃替尼在美國等海外核心市場的申報。賽沃替尼聯用奧希替尼療法若獲批，未來具備可行的商業路徑和可觀的市場空間。該行基本維持和黃醫藥今明兩年歸母淨利潤預測5555萬美元及8865萬美元不變，維持「跑贏行業」評級，根據DCF模型上調目標價9.24%至26港元。

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