大行评级|花旗:上调信达生物目标价至90港元 指其已进入新阶段

格隆汇
Jul 02, 2025

花旗发表研究报告指,信达生物旗下IBI363(PD-1/IL-2alpha-bias双特异性抗体融合蛋白产品),获意见领袖们突显出良好的数据,及有潜力成为下一代免疫肿瘤治疗(IO)关键产品。花旗认为,信达生物可能带来更广范围、高效、低毒的创新癌症治疗,而信达生物维持其2027年实现200亿元产品收入的目标,并于2030年推进五项管线资产进入国际多中心临床实验(MRCT)第三期。 花旗认为,信达生物已进入新阶段,受强劲商业表现及全球创新驱动,并基于折现现金流(DCF)方法,将其目标价从60港元上调至90港元,维持“买入”评级。

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