【行家论股】云顶(GENTING,3182,主板消费股) TauRx或推高股价
分析:马银行投行研究
目标价:5.25令吉
最新进展:
云顶(GENTING,3182,主板消费股)宣布,持股20.33%的英国制药公司TauRx,公布了第三阶段临床试验报告。
根据临床实验结果,对于患有早期阿尔兹海默病症(MCI)的人,阿尔兹海默病药物(HMTM)治疗将比原先的治疗初期有所改善,且脑萎缩的症状将正常化至与健康水平相似。
对于轻度至中度的病患者,若与早前的患者相比,HMTM有助稳定认知功能,并降低了脑萎缩的频率。
行家建议:
我们了解到,云顶有份持股的英国制药公司TauRx曾在上次会议中表明,研发的阿尔兹海默病药物,又称HMTM,比现有的其他三种药物更有效。
值得注意的是,HMTM可能会更为便宜,因为是口服的关系,而上述的两种现成药物,是需要在诊所里由医生向静脉注射药物。
根据最新的临床试验报告,HMTM有助在18个月内,减缓认知功能衰退的功效大约是3倍之多。
在我们看来,这项检测至关重要,因为迄今仍没有药物能显着减缓此症,更别说是治愈。
TauRx计划2023年在美国和加拿大需求批准此药,而其他地区如欧盟和中国等也会逐步需求批准。
另外,TauRx还任命理查德斯特凡纳奇博士为医疗总监,相信有助确保美国食品和药物管理局,加速HMTM药物获批。
虽然凭借云顶持有TauRx部分股权,股价有可能会值得8.57令吉,不过在此之前,我们继续维持“买入”评级和5.25令吉的目标价。
云顶股价走势
https://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E3%80%91%E4%BA%91%E9%A1%B6-taurx%E6%88%96%E6%8E%A8%E9%AB%98%E8%82%A1%E4%BB%B7
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