信達生物(01801.HK)2024年度業績亮眼：收入創新高達到94.2億元，腫瘤品牌領跑市場
格隆匯3月26日丨信達生物(01801.HK)公佈2024年年度業績，作為中國領先的生物製藥公司，在“可持續成長”及“全球創新”戰略驅動下，2024年公司首次實現Non-IFRS全年盈利，腫瘤領域領先地位鞏固，後期管線里程碑全面兑現，創新研發實力進一步提升。2024年是公司發展歷程中具有里程碑意義的一年。展望未來，2025年將是公司邁進雙輪驅動和全球創新發展新時期的關鍵元年，將進一步解鎖向上空間，朝着“成為國際一流的生物製藥公司”的願景穩步邁進。
收入創新高，腫瘤品牌領跑市場：2024年，公司全年總收入同比增長51.8%至人民幣94.2億元，其中產品收入人民幣82.3億元，同比增長43.6%。收入強勁的增長勢頭得益於公司在中國腫瘤領域領先的品牌地位，達伯舒®(信迪利單抗注射液)等主要產品持續保持良好的增長勢頭，新產品組合的快速增長貢獻新動力。同時，達伯舒®(信迪利單抗注射液)的第八項適應症－聯合呋喹替尼用於治療子宮內膜癌已獲批，聯合伊匹木單抗(CTLA-4)用於結腸癌新輔助治療的III期臨牀研究數據亮眼，NDA已獲NMPA優先審評，進一步強化了我們在腫瘤領域的核心優勢和協同價值。
盈利率先轉正：作為中國生物製藥行業可持續發展的先行者，公司通過高效的運營管理體系，持續提升經營效率和業務產出。2024年公司首次達成Non-IFRS利潤與EBITDA雙指標轉正。率先達成盈利這一里程碑，疊加收入強勁增長與研發進展全面兑現，是對公司戰略願景與執行能力的有力印證。截至2024年12月31日，公司持有銀行結餘及現金，定期存款，其他金融資產中的結構性產品及投資票據約達人民幣102.2億元(合超14億美元)，為長期戰略願景提供了堅實的財務保障。
慢病研發全面兑現，解鎖近期增長空間：公司在慢病領域達成多項關鍵的III期臨牀積極結果併成功遞交NDA，包括瑪仕度肽(GCG/GLP-1雙受體激動劑)針對肥胖╱超重及T2D的兩項NDA，信必敏®(抗IGF-1R單抗)治療甲狀腺眼病的NDA及獲批，以及匹康奇拜單抗(抗IL-23p19單抗)治療銀屑病的NDA，將為慢病領域廣闊患者的未滿足臨牀需求提供更優治療方案。同時，公司正搭建CVM領域全方位商業化能力體系，以實現多渠道佈局、多元化營銷策略、產品組合協同、品牌影響力塑造。
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