三生国健:自免领域龙头 多管线即将步入收获期

海通证券
Feb 10, 2025

聚焦自免领域,创新引领发展。三生国健是中国第一批专注于抗体药物的创新型生物医药企业,同时具备自主研发、产业化及商业化能力。2023-2024年,公司通过授权沈阳三生的形式剥离肿瘤及眼科管线,逐步聚焦于自身免疫病及炎症领域的药品研发、生产及商业化,并巩固公司市场地位。经营效率稳步提升,业绩持续向好。2023 年以后,随着益赛普销售收入的增加和公司CDMO 业务授权收入提升,公司经营业绩持续改善。...

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