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瑞信首予信达生物(1801.HK)“跑赢大市”评级目标价31港元
格隆汇 08-26 10:44

瑞信发表研究报告称,市场普遍认为信达生物(01801.HK)PD-1/L1组合是肿瘤免疫疗法2.0临床改进的关键,相信集团会是该领域的潜在赢家,因其在PD-1药物开发方面有先发优势。该行首次覆盖予其“跑赢大市”评级,目标价31港元。

该行指出,基于三大支柱,信达在中国建立了多元化的管道,包括肿瘤免疫特许经营、其他创新药及生物仿制药,看好其风险平衡的肿瘤免疫药物开发策略。

该行表示,公司PD-1单克隆抗体“达伯舒”首次商业亮相成功,今年首季的销售已超过6700万元人民币,估计其第二季销售达2亿元人民币,预计新的肿瘤免疫组合至2030年将占肿瘤免疫特许经营收入的约40%。   

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