《大行報告》麥格理微升信達生物(01801.HK)目標價至44元 評級「跑贏大市」
麥格理發表研究報告指,信達生物(01801.HK)近日有多項產品的臨床研究結果出現進展,展示出公司在各個治療領域的研發能力和多樣性。
其中,用於治療肥胖或超重患者的GLP1/GCGR雙激動劑產品IBI362近日發布臨床研究相關數據;而與馴鹿生物合作開發IBI326,在治療復發/難治性多發性骨髓瘤中顯示出強大的療效數據。
麥格理表示,根據臨床研究數據提高對IBI326及IBI362的銷售峰值預測,並將信達生物目標價上調1%至44元,認為產品具有競爭力,但由於IBI110及IBI362推出時間表可能延後,將公司2023至2024年收入預測下調5%及3%。
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