研报掘金丨东吴证券：维持新诺威“买入”评级，功能性食品和原料药业务逐步企稳

格隆汇2025-08-18

东吴证券研报指出，新诺威上半年实现归母净利润-0.03亿元（-102%），H1收入小幅增长，利润大幅下滑。公司持续加码研发，EGFR ADC下半年有望启动首个海外注册临床。海外临床加速入组中，目前已累计超百例患者，下半年有望启动首个海外注册临床，潜在BD大单品；SYSA1501（HER2-MMAE）4月在中国完成2L+HER2+BC3期临床末例患者入组；mRNA疫苗平台亦在顺利推进中，包括RSV、...

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