招银国际发表研究报告指出，信达生物旗下IBI363(PD-1/IL-2)具显著的存活益处和巨大潜力，有望成为重磅级下一代免疫疗法，尤其适用于免疫耐受性和冷肿瘤，目前正在进行第三阶段临床试验。除IBI363外，信达生物正打造强大的下一代免疫肿瘤(IO)药物和抗体药物偶联物(ADC)的产品组合，并在IO-ADC联合治疗策略领域处于前沿，是未来肿瘤药物开发的关键趋势。此外，信达生物亦正开发多款创新免疫肿瘤药物，包括PD-1/IL-12、PD-L1/CD40，以及多个靶向GPRC5D/BCMA/CD3、DLL3/CD3和CLDN18.2/CD3的靶向T细胞衔接器(TCE)等。另外，公司最近推出玛仕度肽(Mazdutide)，是中国首款国产双标靶GLP-1肥胖症治疗药物，标志着其非肿瘤药物组合中的重大里程碑。 招银国际对信达生物丰富的创新管线以及其在全球的潜力持乐观态度，认为公司有望在今年实现EBITDA收支平衡。该行将信达生物目标价从94.74港元上调至102.95港元，维持“买入”评级。
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