受竞品医保价格调整等因素影响，公司股价近期出现较大波动。我们认为当前公司基本面稳健，竞品降价对司普奇拜单抗销售预期影响可控，且多条早期管线的全球价值显著，维持“买入”评级。司普奇拜单抗销售有望劲势恒昌近期市场担忧达必妥医保续约降价幅度较大对司普奇拜单抗销售造成不利影响，而我们认为司普奇拜单抗销售预期无需重大调整：1）公司已针对达必妥的降价提前准备预案，考虑到司普奇拜单抗在2025 年的销售对象本...
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