摩根大通发表研报指，信达生物(01801.HK) 旗下PD-1/IL-2alpha-bias双特异性抗体融合蛋白产品IBI363及和重组人源抗CLDN18.2偶联物(ADC)IBI343最新研究数据都令人鼓舞，认为两款药物拥有较大潜力，因此将潜在内地销售额预测上调，并新增两款候选药物的潜在美国市场销售额预测，因为预期信达可能将该两项资产授权出海或自行启动全球开发。
摩通目前估算IBI363的中国销售额可达25亿元人民币，美国销售额或接近10亿美元，而IBI343中国销售额预测达到15亿元人民币，美国销售额可能达2.5亿美元，相应地将目标价从55元上调至74元，继续列信达生物为生物科技公司中的首选股，将2029至2033年公司总销售预测上调7%至45%，维持“增持”评级。(gc/j)
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