智通财经APP获悉，信达生物(01801)现涨近5%，截至发稿，涨4.24%，报34.45港元，成交额9308.48万港元。
消息面上，信达生物在43届JPM大会上发表演讲，表示2027年将有超过20款商业化产品上市，同时国内营收实现超200亿元目标。在此基础上，公司提出“IO+ADC”的肿瘤发展策略，在IO和ADC领域布局多项技术和多款创新产品。值得注意的是，信达生物此前回应生物药集采称，2027年200亿业绩目标已包含集采影响。
中信建投此前指出，信达生物产品竞争力与商业化能力俱佳，2027年可实现200亿营收的目标。同时，公司已布局初步具备全球竞争力的中、早期研发管线，多个产品进入关键临床/上市申请阶段，同时多个产品接近概念验证，看好公司长期研发竞争力。该行认为市场过度担忧生物类似药潜在集采对公司短期的影响，而并未给予公司创新管线合理定价。
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