信达生物玛仕度肽获批,推进新一代“IO+ADC”

中信建投
Jul 01

核心观点公司玛仕度肽于6月27日获批上市,后续商业化在即。在此前的III期减重研究中,玛仕度肽展现优异的减重效果,32周安慰剂校正后体重降低13.14%,同时还可以明显降低肝脏脂肪、血压、血脂和血尿酸等指标,为肥胖人群带来全身综合获益,随着产品后续即将商业化,众多肥胖人群有望受益于玛仕度肽。同时,公司在上海举办的肿瘤研发日中提出“双重升级”,即新一代“IO+ADC”的研发策略,创新管线竞争力强,...

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