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《大行》招銀國際看好信達生物(01801.HK)潛力 升目標價至102.95元
阿思達克 07-08 10:53
招銀國際發表研究報告指出,信達生物(01801.HK)旗下IBI363(PD-1/IL-2)具顯著的存活益處和巨大潛力,有望成為重磅級下一代免疫療法,尤其適用於免疫耐受性和冷腫瘤,目前正在進行第三階段臨床試驗。 除IBI363外,信達生物正打造強大的下一代免疫腫瘤(IO)藥物和抗體藥物偶聯物(ADC)的產品組合,並在IO-ADC聯合治療策略領域處於前沿,是未來腫瘤藥物開發的關鍵趨勢。此外,信達生物亦正開發多款創新免疫腫瘤藥物,包括PD-1/IL-12、PD-L1/CD40,以及多個靶向GPRC5D/BCMA/CD3、DLL3/CD3和CLDN18.2/CD3的靶向T細胞銜接器(TCE)等。另外,公司最近推出瑪仕度(月太)(Mazdutide),是中國首款國產雙標靶GLP-1肥胖症治療藥物,標誌著其非腫瘤藥物組合中的重大里程碑。 招銀國際對信達生物豐富的創新管線,以及其在全球的潛力持樂觀態度,認為公司有望在今年實現EBITDA收支平衡。該行將信達生物目標價從94.74元上調至102.95元,維持「買入」評級。
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