建银国际发表研究报告指，信达生物于研发会议上表示，有信心可达成2027年末前销售额200亿元的目标。另外，公司亦有信心2023年末前会有最少5款关键分子可进行第3期多区域临床试验，并相信新一代双特异性抗体与抗体药物偶联物(ADC)的联合疗法将成为免疫肿瘤疗法的新趋势和方向。公司于6月公布其IBI363(Mazdutide)获批于国内用于减重病人，时间表符合该行预期。 该行将2025、26及27年的总收入预测分别上调1%、3%及4%，至124亿、185亿及229亿元；将Mazdutide药物于2034年末前的最高销售额预测由64亿元上调至78亿元；2025、26及27年的经调整盈利分别上调4%、8%及1%，至4.57亿元、20亿元及49亿元。该行认为，短期催化剂包括大中华地区以外的潜在对外授权，以及公司关键临床阶段药物有积极的临床结果；将公司列为行业首选，目标价由90港元上调至100港元，维持“跑赢大市”评级。
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