金吾财讯 | 中信建投发研报指，2024三季度，荣昌生物(09995)核心产品销售持续放量，单季度收入4.67亿元，同比增长57.10%，符合预期。同时公司三季度归母净亏损3.04亿元，环比缩窄1.44亿元。公司核心产品泰它西普与维迪西妥单抗覆盖自免与肿瘤领域，两款产品的临床研发与商业化推进均在稳步推进状态。公司RC18、RC88多项临床试验成果公布，适应症拓宽、管线丰富未来可期。公司海外业务也已启航，看好公司在管线不断丰富、商业化布局进一步完善下，营收实现稳步增长。该行指，公司已建立并完善了三大创新核心技术平台，自主研发实力强劲；泰它西普及维迪西妥单抗单抗适应症有望持续拓展，公司的商业化能力得到验证；同时公司国际化已经启程，就RC48的海外权益与SEAGEN达成合作，RC18正在积极推进临床试验，整体运营愈发成熟稳定。但由于公司受到行业变化的影响，该行预计2024-2026年，公司收入分别为15.50亿元、24.53亿元、31.73亿元，维持“买入”评级。
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