金吾财讯 | 国金证券发研指，6月28日，信达生物(01801)在上海召开了信达生物肿瘤创新研发日，全面展示了公司在下一代免疫治疗（IO）与下一代抗体偶联药物（ADC）领域的“双重升级”战略。本次活动有超过500名行业意见领袖（KOL）、研究者、分析师及全球投资者现场参会。此次会议上，公司明确了成为国际化大药企的目标。部分候选产品包括：TOPO1i CLDN18.2(密接蛋白 18.2）ADC（抗体偶联药物）、DLL3（delta样配体 3）ADC 、三特异性 T细胞连接器、EGFR/B7H3双抗ADC以及全球首个进入临床的CEACAM5双载荷ADC等。根据公司近期玛氏度肽等新药获批及创新数据所带来BD潜力及临床推进等情况，该机构上调盈利预测，将公司2025/26年营收上调13%/8%至119/152亿元，将公司2025/26年归母净利润分别调整178%/-15%至4/9亿元，预计公司2027年营收与归母净利润分别为195/17亿元。维持“买入”评级。
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