金吾财讯 | 国泰海通证券研究认为，自免行业正进入由技术代际更迭带来的3.0时代。随着口服小分子、自免TCE、细胞因子双重/多重阻断抗体、小核酸药物等突破性疗法进入数据兑现期，迭代路径将逐渐清晰，前瞻布局下一代自免药物的企业有望实现估值重塑。该机构对行业维持“增持”评级，建议关注自免赛道潜在大品种：CM512、SHR-1139、CM336、GR1803、Nomelcitinib、奥布替尼、HSK47388、ATG-201、AK139、GB261、QX031N、IBI3002等。
金吾财讯 | 国泰海通证券研究认为，自免行业正进入由技术代际更迭带来的3.0时代。随着口服小分子、自免TCE、细胞因子双重/多重阻断抗体、小核酸药物等突破性疗法进入数据兑现期，迭代路径将逐渐清晰，前瞻布局下一代自免药物的企业有望实现估值重塑。该机构对行业维持“增持”评级，建议关注自免赛道潜在大品种：CM512、SHR-1139、CM336、GR1803、Nomelcitinib、奥布替尼、HSK47388、ATG-201、AK139、GB261、QX031N、IBI3002等。
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