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研報掘金丨長江證券:首予益方生物“買入”評級,創新管線彰顯長期價值
格隆匯 06-19 17:25

長江證券研報指出,益方生物瞄準高門檻小分子靶向藥的Biotech,創新管線彰顯長期價值。公司是國內領先的小分子藥物研發Biotech 企業,研發管線專注於腫瘤、自免、代謝等領域的高門檻靶點。截至2025年3月,公司已有兩款藥物獲批上市。兩款重磅商業化創新藥,BD合作加速潛力釋放貝福替尼是我國第四款獲批的三代EGFR-TKI,用於EGFR 突變陽性NSCLC 的1/2L治療,並且其1L、2L適應症分別於2023年12月和2024年11月被納入國家醫保目錄。此外,公司針對高尿酸血癥和痛風的URAT1 抑制劑D-0120國內也已經完成IIb期臨牀,也展現出了不錯的成藥潛力。首次覆蓋,給予“買入”評級。

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