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《大行報告》摩通微降信達生物(01801.HK)目標價至55元 評級「增持」
阿思達克 02-21 16:22
摩通發表報告指,信達生物(01801.HK)旗下IBI311(抗IGF-1R抗體)治療甲狀腺眼病的III期臨床研究(RESTORE-1)達成主要終點,該藥物類似安進旗下Tepezza,若果以Tepezza的商業成功作參考,估計IBI311在中國的銷售額高峰可達8億元人民幣,估計集團下一步的催化劑包括IBI363(PD-1/IL-2)及IBI343(CLDN18.2 ADC)。 該行因應最新的時間表,更新IBI311的銷售模型,剔出IBI126,而IBI302/IBI112的商業推出分別延遲至2028及2026年,將信達生物目標價由56元下調至55元,評級「增持」。
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