智通财经APP获悉，摩根士丹利发布研报称，预期信达生物(01801)随后几个季度的商业市场动态信息将预示国内新型降血糖治疗药物GLP1的供需动态。暂维持目标价67港元及“增持”评级。
信达生物先前公布，2025年第一季产品收入同比增超40%至24亿人民币，主要驱动因素包括其研发的PCSK-9抑制剂托莱西单抗注射液(tafolecimab)的贡献，以及替妥尤单抗(Teprotumumab)的上市。第一季的增长率高于2025年产品收入增长32%的一致预测。
据报道，集团旗下研发的辛迪利单抗注射液(Tyvyt)第一季销售额增18%，大摩认为这表明信达生物投资组合中的其他产品将实现更高的增长，同时仍高于2025年14%的年增预期。
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