该行指出，上述事件对和黄医药的影响轻微，并指市场的悲观情绪或已反映在其股价疲弱表现当中。该行认为，投资者应留意呋喹替尼持续的海外销售趋势、年内向美国食品药物管理局提交的赛沃替尼备案、索乐匹尼布的批准等因素。Citigroup has lowered the revenue forecast for hutchmed (china) (00013) by 1% for the 2026 fiscal year.
According to the Wisdom Financial APP, Citigroup's research report maintains a "buy" rating for hutchmed (china) (00013), and has lowered the revenue forecast for the 2026 fiscal year by 1%, while also reducing its target price from HK$40 to HK$38.9.
The company announced last Friday (August 30) that it had voluntarily withdrawn the new indication application for the combination of fruquintinib and paclitaxel for the second-line treatment of advanced gastric cancer and gastroesophageal junction adenocarcinoma, and will evaluate new registration pathways in China.
The bank pointed out that the impact of the above events on hutchmed (china) is slight, and indicated that the market's pessimism may have already been reflected in its weak stock performance. The bank believes that investors should pay attention to the sustained overseas sales trend of fruquintinib, the submission of the Savolitinib filing to the U.S. Food and Drug Administration this year, and the approval of surufatinib, among other factors.
