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研報掘金丨東吳證券:新諾威成長潛力大,首予“買入”評級
格隆匯 03-05 15:03

東吳證券研報指出,新諾威(300765.SZ)併購巨石生物獲得全流程ADC研發平台,截至25年2月共有8款ADC產品進入臨牀階段,3款產品已完成海外授權。核心品種中,SYS6010(EGFR ADC)在奧希替尼耐藥突變非小細胞肺癌PDX模型中腫瘤抑制率超80%,臨牀前安全性窗口顯著優於同類,看好其出海可能性新諾威在併購巨石生物後囊獲具備全球競爭力的ADC和mRNA平台,後續完成併購石藥百克後,相關GLP-1資產也有望在代謝領域收穫頗豐。作為石藥集團A股創新藥平台,有望產出多款“重磅炸彈”藥物,綜合考慮公司成長潛力大,首次覆蓋,給予“買入”評級。

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