信达生物(1801.HK):双轮破浪 驶向深蓝

中信建投证券
25 Jul

核心观点公司肿瘤与慢病赛道双重布局,进入全新发展阶段。在肿瘤和慢病领域,公司的商业化以及早期管线均具备强竞争力,如信迪利单抗、玛仕度肽和替妥尤单抗等产品的商业化均十分值得期待。在此基础上,公司核心肿瘤管线资产IBI363(PD1/IL2α)在实体瘤上有望实现“热”肿瘤超越+“冷”肿瘤突破,具备超重磅炸弹潜力。我们认为,公司管线具备强竞争力,进入双轮驱动和国际化的新时期。肿瘤与慢病双轮驱动,公司迎来...

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