高盛研究报告指出，信达生物(01801.HK) 于ASCO年会上口头报告IBI363在非小细胞肺癌(NSCLC)、结肠癌(CRC)和黑色素瘤的最新一期临床数据，该行认为与摘要相比，研究数据对于客观缓解率(ORR)及无进展生存期(PFS)数据更为正面，特别是在免疫疗法治疗的鳞状细胞/腺癌型NSCLC中显示出令人鼓舞的总生存期(OS)。
该行认为，信达生物当前股价被低估，未能完全体现其强劲的收入和产品线价值，予其“买入”评级，主要风险包括中国PD-1/L1市场竞争加剧；关键候选药物的审批时间表不确定；研发项目失败等。
此外，该行将信达生物的目标价由65.58元上调至74.95元，同时对IBI363的2035年风险调整销售预测，由原预期的14亿美元提高至32亿美元，考虑到该产品预期将于2028年上市，将公司2025至2027年每股盈利预测维持0.44、1.48和2.41元人民币不变。(hc/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-05 16:25。)
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