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Orelabrutinib Commercialization And ADC Pipeline Will Open New Markets

Published
23 Mar 25
Updated
23 Sep 25
AnalystConsensusTarget's Fair Value
HK$17.09
2.7% overvalued intrinsic discount
23 Sep
HK$17.55
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1Y
188.7%
7D
6.8%

Author's Valuation

HK$17.09

2.7% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on23 Sep 25
Fair value Increased 9.49%

The significant drop in future P/E and improvement in net profit margin point to enhanced profitability expectations for InnoCare Pharma, supporting the upward revision of the consensus analyst price target from HK$15.61 to HK$17.09. What's in the News HIBRUKA (orelabrutinib) approved by Singapore HSA for relapsed or refractory marginal zone lymphoma; previously approved in China for first-line CLL/SLL and multiple other B-cell lymphoma indications, with National Reimbursement Drug List coverage.

Shared on20 Aug 25
Fair value Increased 16%

A sharp decline in InnoCare Pharma’s future P/E multiple alongside a modest improvement in net profit margin suggests enhanced growth expectations and profitability, resulting in an increased fair value estimate, with the consensus analyst price target rising from HK$13.51 to HK$14.28. What's in the News InnoCare Pharma's Board of Directors will meet to consider and publish interim results for the six months ended 30 June 2025.

Shared on29 Jul 25
Fair value Increased 10%

The consensus price target for InnoCare Pharma has increased to HK$13.51, underpinned by notable improvements in net profit margin and higher future P/E expectations. What's in the News InnoCare received IND approval to initiate a clinical trial for its novel B7-H3 targeted ADC (ICP-B794) for various solid tumors, further strengthening its solid tumor pipeline alongside other precision medicine candidates like zurletrectinib.

Shared on01 May 25
Fair value Increased 1.83%

AnalystConsensusTarget has increased future PE multiple from 46.2x to 52.1x.

Shared on24 Apr 25
Fair value Increased 4.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 22%

AnalystConsensusTarget has increased future PE multiple from 36.2x to 44.4x.

Shared on09 Apr 25
Fair value Decreased 15%

AnalystConsensusTarget has increased profit margin from 15.6% to 17.9%, decreased future PE multiple from 40.8x to 36.2x and increased shares outstanding growth rate from -0.1% to -0.0%.

Shared on02 Apr 25
Fair value Decreased 8.20%

AnalystConsensusTarget has decreased future PE multiple from 54.5x to 40.8x.

Shared on26 Mar 25
Fair value Increased 5.81%