研报掘金｜中金：上调信达生物目标价至95.3港元 CVM重磅管线接力兑现

格隆汇2025-07-02

中金表示，信达生物公告心血管和代谢(CVM)领域重磅产品信尔美(玛仕度肽注射液)作为全球首个GCG/GLP-1双受体激动减重药物在国内获批上市。6月30日，公司举办肿瘤创新研发日活动，展示公司在下一代免疫治疗(IO)与下一代抗体偶联药物(ADC)的战略，并分享包括IBI363(PD-1/IL-2)在内的临床进展和数据解读。中金认为，公司CVM领域今年以来大单品替妥尤单抗、玛仕度肽已经先后兑现，...

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