信达生物二代IO重磅潜力凸显,全球化Biopharma扬帆起航

国投证券
23 Jul

核心逻辑:重磅二代IO基石药物PD-1/IL-2α双抗海外授权潜力大,有望驱动公司从中国Biopharma向全球化Biopharma转型。公司创新药布局已形成以肿瘤领域创新药为核心,以代谢、自免、眼科三大领域创新药为补充的丰厚的创新药研发管线,目前两大核心产品PD-1/IL-2α双抗IBI363、玛仕度肽逐步进入兑现阶段,未来IO+ADC、自免&代谢早期FIC管线推进值得关注。重磅出海潜力产品:...

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