异动解读｜默沙东盘中上涨3.02%，多家投行上调目标价叠加肺癌新药前景看好

行情直击07-02

7月2日，默沙东盘中上涨3.02%，报129.22美元/股，成交额1.95亿美元。

消息面上，美银证券将默沙东目标价从130美元上调至141美元并维持买入评级，指出即将公布的三期OptiTrop-Lung06数据有望确立SAC-TMT作为肺癌化疗替代方案的地位，峰值销售额或突破50亿美元。丰业银行亦将目标价从136美元大幅上调至155美元，维持行业跑赢评级。此外，近期默沙东在多条管线取得进展，包括Keytruda联合Trodelvy获FDA批准用于三阴性乳腺癌一线治疗、溃疡性结肠炎药物tulisokibart三期达主要终点等，基本面持续改善提振市场信心。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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