《大行》交銀國際升信達生物(01801.HK)目標價至84元 IBI363早期數據勝預期
交銀國際發表研究報告指,信達生物(01801.HK)在ASCO 2025大會上公佈了IBI363治療I/O抗藥性NSCLC的I期臨牀數據,早期療效數據超出預期。公司計劃在PD-(L)1+化療失敗的鱗狀NSCLC中率先進行III期註冊研究,並已取得CDE的突破性療法認證。
該行表示,考慮到有效的後PD-(L)1療法有限、並結合其在其他冷腫瘤中的優異療效,IBI363的潛在市場空間十分可觀。該行預期IBI363將於2028年上市,經PoS調整後的潛在銷售高位將達到約15億美元。由於預計未來集團盈利明顯上升,目標價由60元上調至84元,維持「買入」評級。
信達生物今日高開1.91%,最高見80.2元,創逾三年半高;半日收報77.85元,升6.43%,成交2,978.19萬股,涉資23.04億元。
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