野村发表研究报告，指信达生物(01801.HK) 上周六(28日)在上海举行肿瘤研发日，其中公司的重要项目IBI363(PD-1/IL2)受到重点关注。野村将IBI363的风险调整后高峰销售额预测上调至59亿元人民币(下同)，并将目标价从54.6元提升至89.8元，维持“买入”评级。
报告提及，信达生物管理层的愿景是到2030年成为全球顶尖的生物制药公司。目前该公司拥有16款商业化药物、21个临床项目、14万升的制造产能及7,000名员工，并重申将于2025财年实现正EBITDA(息税折旧摊销前利润)，2027财年产品收入达200亿元，并于2030财年有五个项目进入全球三期临床阶段。
报告指，据管理层介绍，信达研究院拥有500名研究人员，目标是每年将6至8个分子推进至临床阶段，依托其成功开发出 IBI363、IBI3003 (GPRC5D/BCMA/CD3)、IBI354 (HER2 ADC)、IBI3001 (EGFR/B7H3 ADC) 及 IBI3022 (CEACAM dp ADC) 等分子的研发平台。(hc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-27 16:25。)
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