【券商聚焦】中信建投维持信达生物“买入”评级指其在肿瘤赛道的广泛布局已初具规模

金吾财讯2025-07-28

金吾财讯 | 中信建投研报指，信达生物(01801)肿瘤与慢病赛道双重布局，进入全新发展阶段。在肿瘤和慢病领域，公司的商业化以及早期管线均具备强竞争力，如信迪利单抗、玛仕度肽和替妥尤单抗等产品的商业化均十分值得期待。在此基础上，公司核心肿瘤管线资产IBI363（PD1/IL2α）在实体瘤上有望实现“热”肿瘤超越+“冷”肿瘤突破，具备超重磅炸弹潜力。该机构认为，公司管线具备强竞争力，进入双轮驱动和...

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【券商聚焦】中信建投维持信达生物“买入”评级 指其在肿瘤赛道的广泛布局已初具规模

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【券商聚焦】中信建投维持信达生物“买入”评级指其在肿瘤赛道的广泛布局已初具规模