信达生物（01801）今日盘中大涨9.90%，成交活跃。消息面上，公司今日宣布与全球知名制药企业武田制药达成重大全球战略合作，这一消息引发市场热烈反应。
根据公告，本次合作涉及信达生物的两款后期在研疗法IBI363（PD-1/IL-2α-bias）和IBI343（CLDN18.2 ADC），以及一款早期研发项目IBI3001（EGFR/B7H3 ADC）的选择权。双方将在全球范围内共同开发IBI363，并在美国共同商业化。信达生物还授予武田制药IBI363在大中华区及美国以外地区的商业化权益，以及IBI343在大中华区以外地区的独家权益。
这项战略合作将为信达生物带来可观的经济收益。公司将获得12亿美元的首付款，其中包括1亿美元的战略股权投资。此外，信达生物有望获得高达102亿美元的潜在里程碑付款，使得本次合作交易总金额最高可达114亿美元。分析人士认为，这笔交易不仅能为信达生物带来可观的现金流，还将加速其新一代IO及ADC疗法的全球开发进程，有助于公司拓展国际市场，提升全球竞争力，从而推动长期增长。
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