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《大行》野村升科倫博泰(06990.HK)目標價至544.42元 肺癌數據鼓舞
野村發表報告指出，科倫博泰(06990.HK)將於即將舉行的2026年美國臨床腫瘤學會(ASCO)年會上，公佈其TROP-2 ADC藥物sac-TMT的OptiTROP-Lung05臨床試驗結果。該項III期試驗針對PD-L1陽性非小細胞肺癌(NSCLC)患者，數據顯示，sac-TMT聯合pembrolizumab相比單用pembrolizumab，顯著改善...
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《大行》野村升科倫博泰(06990.HK)目標價至544.42元 肺癌數據鼓舞
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野村發表報告指出，科倫博泰(06990.HK)  +15.000 (+3.356%)    Short selling $360.83M; Ratio 35.738%   將於即將舉行的2026年美國臨床腫瘤學會(ASCO)年會上，公佈其TROP-2 ADC藥物sac-TMT的OptiTROP-Lung05臨床試驗結果。該項III期試驗針對PD-L1陽性非小細胞肺癌(NSCLC)患者，數據顯示，sac-TMT聯合pembrolizumab相比單用pembrolizumab，顯著改善了無進展生存期(PFS)，風險比(HR)為0.35，且觀察到積極的總生存期(OS)趨勢(HR=0.55)。

該行認為，這組數據相當鼓舞人心，是首個在針對PD-L1陽性NSCLC患者的III期試驗中顯示PFS改善的ADC藥物。相比其他方案約0.50的HR，此次PFS的HR值設下了相當高的標準，或將改變競爭格局。基於此正面更新，以及早前公佈的TROUSE-05試驗結果，該行上調了對該藥物在中國及海外市場的收入預測。

野村維持科倫博泰「買入」評級，基於現金流折現(DCF)模型，目標價由438.3港元上調至544.42港元，此舉同時反映了因銷售前景更佳而將終端增長率假設由4%上調至4.5%，加權平均資本成本(WACC)則維持10.8%不變。(da/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-29 16:25.)

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