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研報掘金丨華金證券:信立泰恩那度司他獲批上市,創新發展步入快車道,首予“買入-A”建議
格隆匯 06-16 13:58
格隆匯6月16日丨華金證券15日研報指出,信立泰(002294.SZ)積極創新轉型,迎來創新收穫期。公司建立豐富的慢病領域研發管線,目前進入臨牀Ⅲ期及以後的產品有6個。腎科領域,腎性貧血新藥恩那度司他已於2023年6月獲批上市。恩那度司他作為國內第二款上市的新一代HIF-PHI藥物,對HIF靶點的調控更加合理適度,刺激生成的內源性EPO(促紅細胞生成素)更貼近生理濃度,具有用藥服從性好、無需按體重調整等優勢。商業化方面,有望與信立坦形成戰略協同。另外,公司首箇中美雙報的創新生物藥JK07(SAL007)已進入臨牀Ⅰ期階段,自研抗腫瘤生物藥JK08(SAL008)正於歐洲開展 I/II期臨牀試驗,自研口服小分子免疫抑制劑SAL0119計劃2023年向FDA提交IND申請。公司聚焦慢病領域,持續創新研發,考慮到創新產品有望逐漸兑現,首次覆蓋,給予“買入-A”建議。
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